Protection for All of Your Assets.

By taking the time to understand your unique circumstances and goals, our advisors craft an individualized protection plan for you, your family, business, assets and future. Our Private Client team has been designing superior, customized coverages for affluent individuals throughout our 130-year history.

Our advisors are not afraid to dig deep and ask the difficult questions to uncover hidden risks. We consistently go the extra mile to deliver optimal coverage at the best value.

Service to Meet Your Evolving Needs.

Our team will provide an extensive analysis and summary of your existing coverages, identify any potential risk and liability exposures, recommend policy enhancements, and continually assess your needs as your personal and business situations evolve.

Customized Solutions for You and Your Business

  • Wealth and Transfer Planning
  • Estate Planning and Trusts
  • Life Insurance
  • Disability Income Protection
  • Long-Term Care
  • Valuable Articles
  • Auto and Watercraft
  • Home and Flood
  • Trustee Liability
  • Personal and Excess Liability
  • Global Medical and Travel
  • Business Succession Planning
  • Directors and Officers
  • Employment Practices Liability
  • Key Person
  • Event Insurance

"RCM&D took both business and personal needs into consideration and developed a highly customized solution."

— President of Dunbar


Dunbar Testimonial (.pdf)

Questions? We are here to help.

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