YOU DESERVE BETTER THAN...

  • Feeling frustrated because your complex insurance is too confusing to know if you are properly protected.
  • Your agent not proactively reviewing your coverage annually.
  • A poor claims outcome with little to no support from your agent.
Schedule a Strategy Call
Businessman looking out window
High Net Worth Client looks happy with their insurance plan

YOU KNOW THE VALUE OF BEING PREPARED.

Our Private Client Group Team ensures you have the protection you need without spending more than you have to.

As a high net-worth family with unique assets to protect, we believe you ought to have a tailored insurance experience.

That’s why our Private Client Group pairs you with a team of advocates who are constantly focused on your asset protection while delivering a high level of service.

Schedule a Strategy Call

You want your insurance experience to be easy – and tailored to you.

We can help

Schedule a Strategy Call

As a Choice Private Client Group client, you will receive:

  • A team of trusted insurance advisors, including a Claims Advocate to coordinate on your behalf when you have a claim
  • An annual review to ensure that you have the right coverage at the best price
  • A relationship with a trusted insurance agency that will grow with you

Here's How We Do It

1

Accept our invitation for your Private Client Insurance Review.

2

Receive a comprehensive analysis and our recommendations to protect your current assets.

3

Have a trusted advisor and specialized insurance team invested in your financial security – now and as your portfolio grows.

Schedule a Strategy Call