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Private Client Services

Things happen. Know you’re covered.

You never know when something will happen – but you can know who has your back and how you’ll be taken care of. At ABD, we work closely with you to help you understand the risks you have relative to your assets, your property, and your way of life. Our experts will structure a program that allows you to reap the rewards you want over time.

We’ll Partner With You To:
Get peace of mind

No one likes the nagging feeling of not knowing. We’ll help you understand your unique exposures, review your current coverage, and explain your options - so you don’t have to wonder.

Protect what matters to you

You don’t fit into any predefined boxes – and we’ll work with you to create a custom program that reflects your assets, your lifestyle, and your goals.

Understand what you’re buying

Every insurance carrier is different – and we’ll explain what that means. We’ll show you how coverages and deductibles work, and decode the legalese so you can have the confidence that you’re making the right choice.

Choose a proactive partner

You don’t have time to keep up with new products, pricing changes, and legal and regulatory requirements - but we do. We’ll alert you when things change, and check in well before your annual renewal to review your coverage and make sure it’s still adequate.

Why ABD?

We are the risk and reward advisors. Our team helps you understand the relationship between risks and rewards, striking the right balance to achieve your business goals. Our experts partner with you to develop strategies and tactics that fit your unique culture. We take care of the details so you can focus on building success.

Featured Services

Personal Home & Auto Coverage

Umbrella & Excess Liability Limit Evaluation

Private Collection Appraisal

Yachts & Watercraft Coverage

Life Insurance & Estate Planning

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