Our experienced team combines expert guidance with genuine care to help you find the right solutions. Guided by our core values and a commitment to doing the right thing, we make sure your protection fits your life. Whether it is your home, business, or family, we are here to help you move forward with confidence.
Meet Our Key Private Client Team Members
Expert advisors dedicated to protecting what matters most to you

Thomas Salvati
President

Mark Pitchford
Risk Manager
Comprehensive Coverage Tailored to Your Lifestyle
Our philosophy is simple: treat every client like they’re our only client.
Each client receives a dedicated advisor who provides unified coverage across homes, automobiles, valuable collections, and comprehensive liability protection. We don’t just sell policies – we become your trusted partner in protecting everything you’ve built.
Affluent Risk Assessment
Assess your risk profile in minutes.
Understand how your lifestyle impacts your protection needs.
This comprehensive assessment helps us identify potential gaps in your coverage and ensures your assets receive the sophisticated protection they deserve.
Strategic Risk
Business Direction & Market Positioning
Risks related to business model, industry trends, and strategic planning
Clear Strategic Plan
Does the business lack a documented strategic plan or roadmap? (Yes = 1 point, indicating direction risk)
Client/Market Concentration
Is revenue heavily dependent on a single client, product, or market? (Yes = 2 points – high concentration risk)
Market Disruption
Is the industry or technology changing in a way the business is unprepared for? (Yes = 1 point)
Succession Planning
No succession or continuity plan for key leadership (Yes = 1 point)
Ready to Secure Your Legacy?
Your lifestyle is exceptional – your protection should be too.
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Serving discerning clients nationwide with dedicated, personalized service