Private Client

For over 125 years, RCM&D has helped individuals across the country solve their complex insurance challenges. For those with substantial wealth, developing a customized solution to protect real property, assets and liability exposures is a complex challenge which RCM&D’s Private Client experts understand.

As objective advisors, our approach is fixated on understanding your unique individual needs and providing advanced consultation to develop custom solutions that meet your particular needs and goals. We foster a culture that is passionate about working in a collaborative, informed partnership with each individual we serve. Through a full and comprehensive risk management review ( 360° Risk analysis), RCM&D reviews our clients’ assets  for potential exposure to their homes, automobiles, fine art, jewelry, collectibles and exposures to liability.  As our clients’ personal needs evolve, RCM&D continually monitors, analyzes and adjusts their coverage and risk portfolios accordingly.

The Private Client Group Service Model coordinates all of the personal risk management and asset protection strategies for our clients.  The service model includes: 

  • A team of dedicated and experienced industry professionals with various designations (ChFC, ASCR, CLU, PAHM, MBA)
  • Policy review process (Concierge Service)
  • Dedicated Customer Service Team and 24 hr claim reporting capability
  • Annual Review
  • Critical Document Storage (online) for policies and important legal documents (Trusts, etc)
  • Stringent insurance carrier Security Committee to consistently maintain a pool of highly rated and ranked insurance carriers

Ready to continue the conversation? We’d like to. We are eager to discuss your risk and benefits management challenges, your organizational goals, and your appetite for new solutions based on your unique business needs.