Wealth Advisors
Wealth Advisors
Together, we tailor solutions that protect what matters most to your clients.
We understand your clients’ unique needs and risks.
Personal wealth often comes with a complex mix of business, professional and personal interests that can be jeopardized at any moment without proper risk management. Our insurance and risk management experts specialize in developing tailored solutions to protect your clients today while anticipating their needs and guiding them through tomorrow.
Our Personalized Service Model
Managing personal risk goes well beyond recommending insurance coverage. HUB offers comprehensive protection for high net worth family and estate assets. Our approach to managing risk is demonstrated by years of industry-leading performance in tailored risk and insurance solutions. Learn more about our service model and solutions.
Tailored insurance and risk management solutions
Specialized expertise in insurance and risk management services that meets your clients’ needs.
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Homeowner’s Insurance
Whether you own a high value home, multiple properties and even coastal properties, HUB can secure customized homeowners insurance coverage to meet your unique needs.
-
Flood Insurance
Flood damage is not covered by a traditional homeowner’s policy and is the most common natural disaster that threatens your home. Make sure you’re protected!
-
Earthquake Insurance
You never know when disaster can strike. Earthquake insurance provides coverage beyond the standard homeowner’s insurance policy.
-
Co-op and Condo Insurance
If you prefer city life, HUB offers tailored condo insurance solutions to help you avoid unexpected losses or gaps in coverage.
-
Travel Insurance
Life is unpredictable. Travel with confidence, security, and peace of mind when you have the right travel insurance to protect you and your family.
-
Jewelry Insurance
Jewelry insurance can fill the gaps in your homeowner’s insurance by protecting your cherished possessions from loss, theft and damage.
-
Fine Arts Insurance
The right fine arts insurance coverage can protect your art, collectibles, and antiquities from loss or damage due to theft, fire, accident, shipping and more.
-
Equine Insurance
Whether a hobby or a business, you can count on our equine insurance specialists to find the right horse insurance coverage to protect your investment.
-
Personal Umbrella Insurance
One lawsuit can change everything. Personal umbrella policies protect the financial future you’ve worked a lifetime to build.
-
Auto Insurance
We’ll find the right auto insurance coverage for your luxury and collector cars as well as motorcycles, motor homes, and even golf carts.
-
Boat, Yachts & Personal Watercraft Insurance
Whether you own a sailboat, luxury yacht or something in between, HUB's experienced brokers can help secure customized boat insurance to accommodate your unique needs.
-
Aviation Insurance
Our experienced brokers can help secure the right aviation insurance coverage for your aircraft.
-
Individual Health Insurance
Whether you're self-employed or in need of short-term coverage, individual health insurance will ensure that you and your family members are protected.
-
High Net Worth Life Insurance
Leave a lasting legacy and protect your loved ones’ financial future with high net worth life insurance coverage.
-
Medicare Supplemental Insurance
Medical supplemental insurance can make all the difference when you're sick or hurt by helping fill the gaps in major medical insurance.
-
Directors and Officers Insurance
If you’re a board member or a key executive, directors and officers insurance can protect your personal assets in the event of a lawsuit.
-
Farm and Ranch Insurance
When it’s your business & your home, you face a risk of personal & commercial exposure. We can help protect your livelihood with farm and ranch insurance.
-
Professional Liability Insurance
Professional liability insurance, also known as errors and omissions insurance, provides extra protection not included in general liability policies.
-
Workers’ Compensation Insurance
Workers’ compensation insurance can be complex and costly. Our specialists can identify coverage options that reduce liability risks to your business.
-
Cyber Insurance
Cyber insurance protects your business against cyber security risks and data breaches. Read more about HUB's cyber insurance here!
-
Kidnap and Ransom Insurance
Each year there are about 15,000 kidnaps for ransom, generating millions in income. Protect yourself with a kidnap and ransom insurance policy.
Property & Liability Services
-
Homeowner’s Insurance
Whether you own a high value home, multiple properties and even coastal properties, HUB can secure customized homeowners insurance coverage to meet your unique needs.
-
Flood Insurance
Flood damage is not covered by a traditional homeowner’s policy and is the most common natural disaster that threatens your home. Make sure you’re protected!
-
Earthquake Insurance
You never know when disaster can strike. Earthquake insurance provides coverage beyond the standard homeowner’s insurance policy.
-
Co-op and Condo Insurance
If you prefer city life, HUB offers tailored condo insurance solutions to help you avoid unexpected losses or gaps in coverage.
-
Travel Insurance
Life is unpredictable. Travel with confidence, security, and peace of mind when you have the right travel insurance to protect you and your family.
-
Jewelry Insurance
Jewelry insurance can fill the gaps in your homeowner’s insurance by protecting your cherished possessions from loss, theft and damage.
-
Fine Arts Insurance
The right fine arts insurance coverage can protect your art, collectibles, and antiquities from loss or damage due to theft, fire, accident, shipping and more.
-
Equine Insurance
Whether a hobby or a business, you can count on our equine insurance specialists to find the right horse insurance coverage to protect your investment.
-
Personal Umbrella Insurance
One lawsuit can change everything. Personal umbrella policies protect the financial future you’ve worked a lifetime to build.
Auto & Recreational Vehicle Services
-
Auto Insurance
We’ll find the right auto insurance coverage for your luxury and collector cars as well as motorcycles, motor homes, and even golf carts.
-
Boat, Yachts & Personal Watercraft Insurance
Whether you own a sailboat, luxury yacht or something in between, HUB's experienced brokers can help secure customized boat insurance to accommodate your unique needs.
-
Aviation Insurance
Our experienced brokers can help secure the right aviation insurance coverage for your aircraft.
Health & Welfare Services
-
Individual Health Insurance
Whether you're self-employed or in need of short-term coverage, individual health insurance will ensure that you and your family members are protected.
-
High Net Worth Life Insurance
Leave a lasting legacy and protect your loved ones’ financial future with high net worth life insurance coverage.
-
Medicare Supplemental Insurance
Medical supplemental insurance can make all the difference when you're sick or hurt by helping fill the gaps in major medical insurance.
Additional Specialty Services
-
Directors and Officers Insurance
If you’re a board member or a key executive, directors and officers insurance can protect your personal assets in the event of a lawsuit.
-
Farm and Ranch Insurance
When it’s your business & your home, you face a risk of personal & commercial exposure. We can help protect your livelihood with farm and ranch insurance.
-
Professional Liability Insurance
Professional liability insurance, also known as errors and omissions insurance, provides extra protection not included in general liability policies.
-
Workers’ Compensation Insurance
Workers’ compensation insurance can be complex and costly. Our specialists can identify coverage options that reduce liability risks to your business.
-
Cyber Insurance
Cyber insurance protects your business against cyber security risks and data breaches. Read more about HUB's cyber insurance here!
-
Kidnap and Ransom Insurance
Each year there are about 15,000 kidnaps for ransom, generating millions in income. Protect yourself with a kidnap and ransom insurance policy.
Security Risk Services
- Protective intelligence
- Travel briefings
- Personal security awareness training
- Background checks
- Specialized identity theft protection
- Security service coordination
- Investigative services
Risk Assessment Services
- Lifestyle assessment
- Cyber activity risk assessment
- Cyber security assessment
- Online reputation assessment
- Property risk assessment
- Property security assessment
- Employee personality/suitability assessments
- Electronic countermeasures (ECM) assessment
Crisis Response Services
- Crisis counseling
- Threat of violence consultation
- Kidnap, ransom/extortion response services
- International evacuation planning and response coordination
- Disaster planning and response coordination
Private Client Risk Services
- Home Security + Cyber Assessment
- Household Risk Management
- Collection Management System
- Travel Security Assessment
- Dedicated Claims Specialist
Security risk management and crisis management expertise and assistance delivered — directly, through family offices and personal business managers.
-
Homeowner’s Insurance
Whether you own a high value home, multiple properties and even coastal properties, HUB can secure customized homeowners insurance coverage to meet your unique needs.
-
Flood Insurance
Flood damage is not covered by a traditional homeowner’s policy and is the most common natural disaster that threatens your home. Make sure you’re protected!
-
Earthquake Insurance
You never know when disaster can strike. Earthquake insurance provides coverage beyond the standard homeowner’s insurance policy.
-
Co-op and Condo Insurance
If you prefer city life, HUB offers tailored condo insurance solutions to help you avoid unexpected losses or gaps in coverage.
-
Travel Insurance
Life is unpredictable. Travel with confidence, security, and peace of mind when you have the right travel insurance to protect you and your family.
-
Jewelry Insurance
Jewelry insurance can fill the gaps in your homeowner’s insurance by protecting your cherished possessions from loss, theft and damage.
-
Fine Arts Insurance
The right fine arts insurance coverage can protect your art, collectibles, and antiquities from loss or damage due to theft, fire, accident, shipping and more.
-
Equine Insurance
Whether a hobby or a business, you can count on our equine insurance specialists to find the right horse insurance coverage to protect your investment.
-
Personal Umbrella Insurance
One lawsuit can change everything. Personal umbrella policies protect the financial future you’ve worked a lifetime to build.
-
Auto Insurance
We’ll find the right auto insurance coverage for your luxury and collector cars as well as motorcycles, motor homes, and even golf carts.
-
Boat, Yachts & Personal Watercraft Insurance
Whether you own a sailboat, luxury yacht or something in between, HUB's experienced brokers can help secure customized boat insurance to accommodate your unique needs.
-
Aviation Insurance
Our experienced brokers can help secure the right aviation insurance coverage for your aircraft.
-
Individual Health Insurance
Whether you're self-employed or in need of short-term coverage, individual health insurance will ensure that you and your family members are protected.
-
High Net Worth Life Insurance
Leave a lasting legacy and protect your loved ones’ financial future with high net worth life insurance coverage.
-
Medicare Supplemental Insurance
Medical supplemental insurance can make all the difference when you're sick or hurt by helping fill the gaps in major medical insurance.
-
Directors and Officers Insurance
If you’re a board member or a key executive, directors and officers insurance can protect your personal assets in the event of a lawsuit.
-
Farm and Ranch Insurance
When it’s your business & your home, you face a risk of personal & commercial exposure. We can help protect your livelihood with farm and ranch insurance.
-
Professional Liability Insurance
Professional liability insurance, also known as errors and omissions insurance, provides extra protection not included in general liability policies.
-
Workers’ Compensation Insurance
Workers’ compensation insurance can be complex and costly. Our specialists can identify coverage options that reduce liability risks to your business.
-
Cyber Insurance
Cyber insurance protects your business against cyber security risks and data breaches. Read more about HUB's cyber insurance here!
-
Kidnap and Ransom Insurance
Each year there are about 15,000 kidnaps for ransom, generating millions in income. Protect yourself with a kidnap and ransom insurance policy.
Property & Liability Services
-
Homeowner’s Insurance
Whether you own a high value home, multiple properties and even coastal properties, HUB can secure customized homeowners insurance coverage to meet your unique needs.
-
Flood Insurance
Flood damage is not covered by a traditional homeowner’s policy and is the most common natural disaster that threatens your home. Make sure you’re protected!
-
Earthquake Insurance
You never know when disaster can strike. Earthquake insurance provides coverage beyond the standard homeowner’s insurance policy.
-
Co-op and Condo Insurance
If you prefer city life, HUB offers tailored condo insurance solutions to help you avoid unexpected losses or gaps in coverage.
-
Travel Insurance
Life is unpredictable. Travel with confidence, security, and peace of mind when you have the right travel insurance to protect you and your family.
-
Jewelry Insurance
Jewelry insurance can fill the gaps in your homeowner’s insurance by protecting your cherished possessions from loss, theft and damage.
-
Fine Arts Insurance
The right fine arts insurance coverage can protect your art, collectibles, and antiquities from loss or damage due to theft, fire, accident, shipping and more.
-
Equine Insurance
Whether a hobby or a business, you can count on our equine insurance specialists to find the right horse insurance coverage to protect your investment.
-
Personal Umbrella Insurance
One lawsuit can change everything. Personal umbrella policies protect the financial future you’ve worked a lifetime to build.
Auto & Recreational Vehicle Services
-
Auto Insurance
We’ll find the right auto insurance coverage for your luxury and collector cars as well as motorcycles, motor homes, and even golf carts.
-
Boat, Yachts & Personal Watercraft Insurance
Whether you own a sailboat, luxury yacht or something in between, HUB's experienced brokers can help secure customized boat insurance to accommodate your unique needs.
-
Aviation Insurance
Our experienced brokers can help secure the right aviation insurance coverage for your aircraft.
Health & Welfare Services
-
Individual Health Insurance
Whether you're self-employed or in need of short-term coverage, individual health insurance will ensure that you and your family members are protected.
-
High Net Worth Life Insurance
Leave a lasting legacy and protect your loved ones’ financial future with high net worth life insurance coverage.
-
Medicare Supplemental Insurance
Medical supplemental insurance can make all the difference when you're sick or hurt by helping fill the gaps in major medical insurance.
Additional Specialty Services
-
Directors and Officers Insurance
If you’re a board member or a key executive, directors and officers insurance can protect your personal assets in the event of a lawsuit.
-
Farm and Ranch Insurance
When it’s your business & your home, you face a risk of personal & commercial exposure. We can help protect your livelihood with farm and ranch insurance.
-
Professional Liability Insurance
Professional liability insurance, also known as errors and omissions insurance, provides extra protection not included in general liability policies.
-
Workers’ Compensation Insurance
Workers’ compensation insurance can be complex and costly. Our specialists can identify coverage options that reduce liability risks to your business.
-
Cyber Insurance
Cyber insurance protects your business against cyber security risks and data breaches. Read more about HUB's cyber insurance here!
-
Kidnap and Ransom Insurance
Each year there are about 15,000 kidnaps for ransom, generating millions in income. Protect yourself with a kidnap and ransom insurance policy.
Security risk management and crisis management expertise and assistance delivered — directly, through family offices and personal business managers.
Security Risk Services
- Protective intelligence
- Travel briefings
- Personal security awareness training
- Background checks
- Specialized identity theft protection
- Security service coordination
- Investigative services
Risk Assessment Services
- Lifestyle assessment
- Cyber activity risk assessment
- Cyber security assessment
- Online reputation assessment
- Property risk assessment
- Property security assessment
- Employee personality/suitability assessments
- Electronic countermeasures (ECM) assessment
Crisis Response Services
- Crisis counseling
- Threat of violence consultation
- Kidnap, ransom/extortion response services
- International evacuation planning and response coordination
- Disaster planning and response coordination
Private Client Risk Services
- Home Security + Cyber Assessment
- Household Risk Management
- Collection Management System
- Travel Security Assessment
- Dedicated Claims Specialist
Request a Risk Analysis
Provide us with your information, and we’ll connect you with a HUB private client advisor.
Related Products
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Strategic Benefits PlanningAchieve your goals with strategic benefits planning.
-
Healthcare Cost ManagementWe’ll help you implement cost management strategies that support your business goals.
-
Employee Health and PerformanceA healthy workforce is a high-performing workforce.
-
Compensation ConsultingHelping you stay competitive, current, and compliant in today’s job market.
-
Organizational Change ManagementOrganizational change is inevitable —
make yours as smooth as possible.
-
HUB Crisis ResourcesBe prepared. Know how to respond.
-
Crisis Management & Organizational ResilienceStay resilient no matter what happens with a plan to prepare for and respond to disruption.
-
Claims ManagementControl and reduce claims costs with proactive management and a team of experts at your side.
-
Directors and Officers InsuranceProtect your executives’ ability to lead — and their personal assets
-
Cyber InsuranceProtect your business — and your employees — from cybersecurity risks.
-
Kidnap and Ransom InsuranceLet’s make sure your people are protected.
-
Strategic Benefits PlanningAchieve your goals with strategic benefits planning.
-
Healthcare Cost ManagementWe’ll help you implement cost management strategies that support your business goals.
-
Employee Health and PerformanceA healthy workforce is a high-performing workforce.
-
Compensation ConsultingHelping you stay competitive, current, and compliant in today’s job market.
-
Organizational Change ManagementOrganizational change is inevitable —
make yours as smooth as possible.
-
HUB Crisis ResourcesBe prepared. Know how to respond.
-
Crisis Management & Organizational ResilienceStay resilient no matter what happens with a plan to prepare for and respond to disruption.
-
Claims ManagementControl and reduce claims costs with proactive management and a team of experts at your side.
-
Directors and Officers InsuranceProtect your executives’ ability to lead — and their personal assets
-
Cyber InsuranceProtect your business — and your employees — from cybersecurity risks.
-
Kidnap and Ransom InsuranceLet’s make sure your people are protected.