Wellhouse spends the time to understand your personal risk exposures and tailors a program of insurance coverages to ensure your liability is covered and assets are protected. Our team specializes in high-net-worth individuals and any other value oriented buyers who want a partner in their insurance journey. We view partnership as a two way relationship allowing us to deliver the best long term outcome for our clients.
Our team sits down with prospects to understand existing insurance portfolios along with each family’s assets and liabilities.
We approach the marketplace working with a variety of carriers depending on a family-specific needs and different types of risks that need coverage.
Our process enables clients to select the best long-term fit and value for their personal insurance portfolio to achieve their goals.
Our team stays in touch through the year to learn of any life changes that may require adjustments to an insurance portfolio.