Private Client

Meridian Risk Management knows the importance discretion and trust have with our private clients. We take a consultative approach to risk alleviation, working to develop plans that make financial sense in the context of their unique goals, lifestyles and risk-tolerance profiles.

We treat every relationship as a long-term one, and we provide every client with a detailed annual review of their personal insurance landscape.  Our clients always know the status of their coverage: up to date, competitively priced, and inclusive of all their needs, even as they change over time.

Our focus is on “packaged” policies with industry-leading carriers. And because comparing insurance policies and carriers is never a matter of apples-to-apples, we constantly research and analyze a full portfolio of best of breed options that meet the requirements of affluent households.

A sampling of our Personal Insurance expertise:

  • Airplane
  • Automobile
  • Boat
  • Earthquake Insurance
  • Excess Liability
  • Flood Insurance
  • Homeowners
  • Jet skis
  • Jewelry
  • Mobile homes
  • Motorcycles
  • Recreational Vehicles
  • Rental Dwellings
  • Vacant Property

 

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