Private Client Insurance Services

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Choosing personal insurance is supposed to be personal

Success doesn’t come standard. The assets you acquire, the passions you pursue…every endeavor contributes to your legacy. Risk Strategies Private Client Services celebrates what sets you apart. In fact, we were built for it.

As unbiased yet deeply informed advisors, we can assess your needs today, anticipate tomorrow’s concerns, and curate a personal insurance plan that grows along with you and your family.

Our community of diverse risk specialists is united by their commitment to your property and lifestyle protection.

Many perspectives through a single relationship

Your Risk Strategies broker is part of a robust network dedicated to analyzing, addressing, and minimizing personal risk. This tapestry of experts spans dozens of disciplines to keep you abreast of evolving trends, from extreme weather to cyber threats.

Our insights become yours, empowering you to improve resilience and reduce frustration in the event of a claim.

Here are just some of our specialties:

Find your fit

Whether you seek transactional policy support or year-round risk consultations, we flex to your concerns. Tiered individual and family protection results in more precise solutions from the most reputable carriers:

  • Private Client Services caters to those with a higher net worth and assets that warrant a more sophisticated approach.
  • Our Family Office Practice addresses coverage complexities pertaining to multigenerational wealth and the entities protecting it.
  • For those with more standard coverage needs, Personal Lines Advisors offer knowledgeable recommendations to guide your selections.

Schedule an exploratory conversation to see how we can support you.

Practice Leadership

Alison Murphy

National Private Client Services Practice Leader

Tim deRosa
Chief Operating Officer, Personal Lines
J.C. Fulse
Private Client Services Leader - Atlantic Region
Lesa Blaser
Private Client Services Leader - Central Region
Charlie Graham
Private Client Services Leader - New England Region
Nick Licursi
Private Client Services Leader - New York Region
Eric Massi

Private Client Services Leader - West Region

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