Private Wealth



  • Life insurance
  • Long-Term Care (LTC) insurance
  • Disability insurance
  • Longevity risk
  • Coverage reviews and analysis
  • Complex planning strategies
  • Legacy Planning
  • Tax planning
  • Private placement
  • Blended Families
  • Special Needs
  • Entrepreneurs in transition/retired executives
  • Young, healthy high-income earners

As your insurance portfolio experts, we believe education around the benefits and costs of insurance is paramount. If you understand the underlying need and design implications of various strategies, you can make more informed decisions. We partner with you and your trusted advisors to deliver a transparent insurance experience.
There are two reasons to consider life insurance: protecting assets and accumulating them in a tax-efficient manner. There are, however, three main reasons why you may hear bad things about life insurance: poor design, unrealistic assumptions, and a lack of ongoing monitoring.
With the right partner, who is extensively trained in the fiduciary process, you can avoid these pitfalls. Our team has a deep understanding of the marketplace, and we combine it with our investment expertise to provide guidance on important considerations.
Each individual’s insurance needs are different, and they will change over the course of a lifetime. Whether you’re looking to protect your family’s lifestyle, planning to pass your estate to heirs or charity, or facing unique issues such as blended families or special needs children, our team will help you design a customized program for your circumstances. Our emphasis is on proper process, not product placement.