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Strategic Insurance & Risk Management SolutionsA Legacy Through PartnershipStrategic Insurance & Risk Management SolutionsA Legacy Through Partnership

The Wellhouse Way

Wellhouse is an independent insurance advisory that places and manages risk. A relationship with Wellhouse is a partnership designed to deliver the best insurance outcome over the long term. We provide thoughtful insurance design on the front end, ongoing risk management throughout the policy period, and zealous representation whenever an incident occurs.

the wellhouse way

Reduce the Total Cost of Risk

Our team has a long term vested interest in our clients. Our goal is to enable group through service, intellectual capital, and integrity.

Clients of Record

Rooted In The Community

Focused On Fellow Entrepreneurs

Wellhouse was (re)founded around a 100-year-old table and seal that became the basis for creating the chosen boutique for entrepreneurs to master risk transfer, mitigation, and retention through insurance and advisory. Our mission is to help businesses ensure their workers return home safely, properly indemnify the outside world to their actions, and drive profitability.

Built by an entrepreneurial family rooted in the community and founded in 2018, Wellhouse was decades in the making. Rick Stein and Richard Stein Jr saw the need for a Risk Management Advisory focused on fellow entrepreneurs. The founders borrowed from experience with an eye for the future to serve as an extension members’ teams. The company supplements Rick’s deep understanding of the insurance industry and Richard Jr’s unique view of risk with a team of industry veterans.

Wellhouse-Logo

Wellhouse Leadership Team

Rick brings over 25 years of experience in the insurance industry to establish Wellhouse Company by combining his vision, capital, and expertise. He is committed to building one of the finest regional insurance brokerage and risk management firms in Jacksonville by attracting qualified talent; cultivating and developing long-term client… learn more

Rick Stein

CEO, Founding Partner

Richard began his career as an analyst and then associate at Inertia Advisors, a boutique investment bank in New York that focused on Financial Technology and specialized in Mergers and Acquisition advisory. He worked directly with the firm’s East Coast Managing Director and Co-founder to help take clients to market by… learn more

Richard Stein

President, Founding Partner

Kerrie brings over 20 years of insurance experience, ranging from account management to underwriting and customer service. At Wellhouse she services, develops, and acquires commercial accounts as well as managing the company’s commercial carrier relations. Prior to Wellhouse Company she worked as… learn more

Kerrie Kenna

Director of Carrier Relations

Jake has spent the past 10 years in the insurance and specialty automotive industries. He leads Wellhouse’s Private Risk practice and focuses more broadly on business development across all verticals. Few have a deeper knowledge of collector vehicles than Jake.He is a Certified Personal Risk Manager and holds his 220 General Lines… learn more

Jake Weisman

Private Risk Leader

Core Tenants

independence

Independence

Built to last and invested in the community

strategy

Strategy

Focused on the outcome without the jargon

experience

Experience

High touch service with intellectual capital

partnership

Partnership

Decades in the making and committed to clients

Reduce The Total Cost of Risk.

Our team has a long-term, vested interest in our clients. Our goal is to enable growth through service, intellectual capital, and integrity.

Affliliations

Client Testimonials

Take Control Of Your Insurance Destiny

Contact Wellhouse Today