Personal Insurance & Wealth Protection
Your personal insurance needs and those of your family can be
underestimated. The risk of loss from natural disasters,
legal judgments and lost income as a result of accident and injury
can quickly destroy your assets.
The Fedeli Group will provide a thorough review of your needs and
risk tolerance to evaluate your coverage options.
In the area of wealth protection, we have the expertise to review
and make recommendations for corporate buy-sell agreements, life
insurance needs for estate planning purposes, long term care needs,
and deferred compensation programs.
Homeowners, Auto & Specialty Property
Our personal lines team conducts period reviews with you to
uncover your particular risks and exposures, and to develop an
individualized risk management plan. A written report is
provided that is clear, concise, and with actionable
recommendations.
We have access to many outstanding insurance companies, allowing
us to find the best combination of price and coverage for your
needs and preferences. The Fedeli Group can offer you:
- Family Office Coverage
- Homeowner, including Multi State Capabilities
- Personal Liability, including Umbrella Liability
- Identity Theft
- Auto Insurance including High Value Vehicles
- Collections: Jewelry, Fine Arts, Wine
- Watercraft
- Catastrophe Coverage: Flood, Earthquake, Wind