Private Client

Understanding that our clients have dynamic lifestyles and seek a tailored, responsive approach to protecting their property, assets and liability exposures, RCM&D’s Private Client advisors respond with customized solutions.  As objective advisors, we focus on each client’s unique, individual needs and provide high-level consultation to develop solutions that meet their personal and financial goals. RCM&D fosters a culture that is passionate about working in a collaborative, informed partnership with each client.


Click here to watch a brief video

Through a full and comprehensive risk management review, a 360° Risk Analysis, we review our clients’ assets for potential exposures to their homes, automobiles, fine art, jewelry and collectibles.  As our clients’ personal needs change, RCM&D continually monitors, analyzes and adjusts coverage and risk portfolios accordingly.

The Private Client Division coordinates all of the personal risk management and asset protection strategies for each client.  Our service model includes: 

  • Specialized, experienced team of industry professionals with advanced designations (ChFC, ASCR, CLU, PAHM, MBA)
  • Comprehensive policy review process (Concierge Service)
  • Dedicated customer service team and 24-hour claim reporting capability
  • Strategic annual review
  • Critical document storage (online) for policies and important legal documents (trusts, etc.)
  • Stringent Market Security Committee to consistently monitor and maintain a pool of highly-rated and ranked insurance carriers

Whether personal or business related, we want to help you understand your current insurance programs, fill any potential gaps in coverage, and ensure a continuous, streamlined approach to meet all your unique needs.

Ready to continue the conversation?  We'd like to.  We are eager to discuss your personal risk management and asset protection strategies.