For clients with significant assets or liability, we offer one-on-one consultation that goes beyond insurance. We conduct a risk management review to find out where you might be at risk and understand how to best protect the things you value in life. We understand that life is fluid, so your situation is reviewed regularly to make sure you have the best solutions in place for your needs.

  • Our team averages more than 25 years of handling the sophisticated needs for individuals with significant personal assets.
  • As your personal risk advisors, we provide our clients with top quality protection and the finest, most discreet service available.
  • We offer only the broadest products from the best “High Net Worth” insurers.

To learn more, call 616-797-3401 or email today and ask about our Executive Client Group.