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Personal Insurance

The Private Client Group specializes in high-net worth clients with complex insurance exposures. We consider our work with clients and their trusted financial advisors an important part of an effective wealth preservation program. We partner with select insurers whose insurance products and services are specifically designed for the affluent market.

We offer prospective clients an initial consultation to determine insurable assets and liability risks, and offer our recommendations and options for consideration. Our insurers conduct complimentary appraisals for higher valued homes and provide individualized recommendations for loss prevention measures as respects property, liability, and personal safety.

Our approach is based on team work and collaboration, with the goal of always serving our client’s best interests.  Our team includes:

Account Executives—the primary point of contact for prospective clients. They conduct an initial review of exposures, determine the most appropriate insurers, and create a custom-crafted insurance program. Account Executives manage our client accounts, including annual reviews to be certain that the insurance program keeps pace with life changes and wealth growth.

Account Advisors—the primary point of contact for coverage questions, changes or updates, and billing concerns. Working in collaboration with our Account Executives, they conduct annual reviews and recommend appropriate changes and enhancements.

Commercial Account Advisor—manages the commercial insurance programs for Private Clients with business insurance needs, including farms and ranches.

Claims Advocates—guide our clients through the claims process and serve as liaison with the insurance carriers.

All members of the Private Client Group team are licensed insurance brokers and many have earned professional designations within the industry.

For more information or to request a complimentary consultation, please call
425-709-3600 or email

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