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Risk Management

While often overlooked, a well-managed insurance portfolio is an important component of a sound financial plan. Cedar Brook advisors work with clients to capitalize on the opportunities that the insurance market provides, as well as identify the optimum coverage for each individual or business.

Whether you need to purchase new coverage, audit existing policies to ensure they remain competitively priced and are aligned with your objectives, or to work with your legal advisor for estate planning purposes, Cedar Brook’s advisors have the expertise to prudently and strategically manage your insurance portfolio.

Cedar Brook’s advisors have the expertise to prudently and strategically manage your insurance portfolio.

Our Insurance Department is effective because of…

  • Our partnership with Ash Brokerage, a leading insurance brokerage firm that partners with eighty insurance companies. Ash provides us with access to a comprehensive portfolio of product resources.
  • Unlike many wealth management firms, Cedar Brook has a dedicated, in-house underwriting group which controls most of the underwriting and portfolio management processes. By managing the underwriting process we are better able to represent our clients’ interests and secure the best insurance deal possible. That means our clients receive the most coverage for their premium dollar.
  • Our five-step financial planning process. This disciplined approach starts with a discussion of your goals. The analysis phase includes an evaluation of your current insurance portfolio and results in recommendations specific to your goals and market opportunities.

Contact us to get started today

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Each client’s circumstances and outcomes are unique. Testimonials or endorsements do not reflect a typical client and client results are not indicative of a guarantee of investment performance or financial outcomes. Reviews left on this website or third-party websites may or may not be current clients of our firm. The firm did not offer compensation in exchange for reviews or endorsements. Past performance does not guarantee future results.

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