Recent Posts from Stephanie C. Wright, CAPI, Vice President, Senior Private Client Relationship Manager

A a row of colorful houses built on a cliff overlooking the ocean in California. The houses appear to be made of wood and painted in bright colors, such as red, yellow, and blue. They have balconies with glass windows facing the ocean. Some of the houses have satellite dishes mounted on their roofs.

Private Client 12 min read April 08, 2024 Insurance Challenges for High-Net-Worth Individuals in California Imagine this: You’ve been living in California for decades. You’re a successful individual with …