ABOUT US
Proper risk management is an important aspect of good financial planning
Private Client Group Integrated Solutions (PCGIS) is one more way we aim to exceed our client’s expectations with unparalled comprehensive service. Our integrated services now include full service property and casualty Insurance, with the same level of transparency, honesty and confidence you enjoy from our financial services.
And just as we have successfully leveraged our relationships with established financial professionals to secure your financial goals, we too have partnered with Combined Underwriters of Miami, proven leaders in South Florida for over thirty years, to offer you the best insurance options. Combining our efforts, we can offer a variety of insurance and employee benefit products to assist commercial business organizations, governmental and institutional organizations, condominium and homeowners associations, as well as individual clients.

We can guide you in managing your home, business or personal assets- safely and securely.
OUR SERVICES
With PCGIS and Combined Underwriters, you will receive comprehensive insurance packages from a large pool of companies, which provide A-Rated coverages when it comes to protecting your property.
Personal Insurance
It is best to trust a group of experience professionals who not only have all your goals in check, but also understand your concerns and the importance of ensuring your family is protected through everything from hurricanes to thefts.
Commercial Insurance
We have access to several insurance companies such as Travelers and Zurich, as well as over 100 A-rated excess and surplus lines insurance companies, which assures you we have the knowledge and skills to protect your assets. Our access to the most reputable companies, ensures we can tailor packages best suited for your commercial needs.
Allow us to assist you with:
Personal and Commericial Condominiums
Apartment Buildings
Hotels
Restaurants
Shopping Centers
Warehouses
Small Business
Contractors
Engineers and Architects
Gas Stations
Daycares
Wholesale and Retail Operations
Freight Forwarders
And more…
Health and Life Insurance
Selecting quality, affordable insurance plans for an individual or family should not be complicated. By working with a variety of reputable companies, we can offer affordable options from medical, dental, and vision plans to life insurance.
We can help you make smarter moves, to keep more of what you have worked so hard to make.
Employee Benefits
As a business, your most valuable assets are your employees. Offering them robust health plans, disability benefits, life insurance options and retirement benefits shows them how much you value their contributions to your business.
It’s not how much you make, but how much you keep.
CONTACT US
Let us help you better insure your assets today. Contact us for an appointment or if you would like more information.