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Risk Management: Addressing the Certainty of Uncertainty

We feel risk management is not about the probability of an event happening; it is about the financial and emotional consequences to you and your family if it does.

Our Risk Management and Insurance team helps determine which policies may best suit your needs by reviewing your current insurance policies and making sure they’re up-to-date in terms of coverage, consistency and your particular situation. We’ll comparison shop various carriers to determine which policy provides the most value, based on carrier rating, product features, cost and your needs.

And, of course, we work in tandem with your financial advisory team to ensure that the risk management and insurance mechanisms we recommend are in support of your goals and values.

Critical Elements

  • Asset protection
  • Long-term care insurance
  • Life insurance
  • Disability insurance
  • Medical insurance
  • Property & casualty insurance
97%
Our client retention rate speaks for itself. We believe our clients come to us, and stay with us, because of our team-based approach to wealth management.

Average annual retention rate—January 1, 2010, through December 31, 2016—based on client households with assets greater than $100K in our existing offices.