Insurance Solutions for Individuals and Businesses (and so much more!)
Our mission is to provide thoughtful solutions to improve the safety and security of our clients.
Risk management is the heart of what we do. From loss prevention and claims management expertise to captive design and management, we continually educate and engage our clients in a crafting the best risk management solution.
If you self-insure your workers’ compensation, liability or professional exposures, you know how important it is to tightly manage your claims. We design custom TPA solutions for self-insured clients of all sizes and levels of experience.
When it comes to investing, cost matters. Our wealth management team offers a complete investment solution for individuals and businesses that is planning-based (not product-focused) with full fee transparency and disclosure.
AREAS OF SPECIALTY
Some industries have very specialized risk management and insurance needs. We have cultivated a depth of expertise in these specialty areas.