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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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Securities offered through Cadaret, Grant & Co., Inc., an SEC Registered Investment Advisor and member FINRA/SIPC. Advisory services offered through Cadaret, Grant & Co., Inc. and Cedar Brook Group, an SEC Registered Investment Advisor. Cadaret, Grant & Co. and Cedar Brook are separate entities.

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