Insure Confidently With AssetSure

With 50+ years of experience, we offer tailored insurance solutions for individuals, family offices and businesses.

Gain the peace of mind needed to thrive in business and life.

AssetSure - tailored insurance solutions for individuals, family offices and businesses.

Insure Confidently With AssetSure

With 50+ years of experience, we offer tailored insurance solutions for individuals, family offices and businesses.

Gain the peace of mind needed to thrive in business and life.

Discover the power of AssetSure
Holistic View

A Holistic View

A Holistic View

We see the bigger picture. We review all of your potential and unique risks and consider all aspects of your personal or business needs.

Then we create a customized and comprehensive insurance solution that protects you from all angles.

Concierge Level Service

Concierge Level of Service

Concierge Level of Service

We make the complicated look easy by simplifying the process to ensure you have everything you need - when you need it.

From personalized policy reviews to dedicated claims support and ongoing risk management, we provide expert guidance and support and build relationships based on trust and transparency.

Deep Industry Experience

Deep Industry Expertise

Deep Industry Expertise

When it comes to the specialized needs of individuals, family offices, and commercial businesses, we’ve got you covered.

Hear what our clients have to say

“AssetSure anticipates what’s coming in advance. They manage multiple priorities for us. We trust that they can meet our clients’ needs and own the process.”

Patrick M.


“AssetSure has been a game-changer for us by bringing the specialized knowledge we need, eliminating the need to build it internally. We are incredibly pleased with the level of service they have provided. They not only identified and rectified gaps others missed, but they have also ensured that the appropriate entities hold the right coverage, addressing all reasonable risks.”

Cris B.

Family Office 500M+

“AssetSure takes a practical approach in completing due diligence on the insurance programs of potential acquisitions. We value their DD deliverable and the accompanying recommendations.”

Tom B.

President, National M&A Advisory Firm

“AssetSure’s team has assisted us in our Property & Casualty insurance program from the assessment of insurance programs for our acquisitions through multi-company merger.”

Robert B.

President, Large Regional HVAC Contracting Companies

“As CEO of multiple physicians’ groups insurance programs, I value the straightforward advice and ease of doing business.”

Tim R.

CEO, Regional Physicians Groups

“Our firm has worked with AssetSure for over twenty years. AssetSure has helped individual and business clients with their programs. I trust their process which starts with putting the client’s needs first.”

Rich S.

Financial Advisor, RIA AUM 250M-500M

“We found AssetSure to be a natural fit for our financial planning business. We incorporate a review of every client’s personal insurance program and for their businesses. AssetSure’s experienced team offers value in reviewing these programs and identifying best insurance programs to protect our clients.”

Jon M.

Financial Advisor, Over $200 million in AUM

“Our advisor introduced us on a call with AssetSure who evaluated our current coverages which our previous broker had us inadequately insured. AssetSure was able to make meaningful improvements year after year to protect our firm’s bottom line and protected in the event of any claims.”

Brian R.

President, SE Region Law Practice

“Working with the AssetSure team over the past years we receive personalized attention to our account, prompt servicing for contract reviews, certificates, and requests. They offer expertise regarding our insurance program and a strong understanding of our business.”

Robert M.

CEO, Highway Specialty Contractor

“AssetSure provides personalized service and attention to our insurance needs. With experienced account managers familiar with our account, they are available to identify areas which we need consider in protecting our financial well-being and effectively and efficiently tailor a program that will serve us well!”

Steve B.

Personal Lines Client

Find the right risk solution



Protect your business assets with comprehensive commercial insurance coverage.

Family Offices

Family Offices

Insuring legacies with comprehensive protection.



Protect your assets with comprehensive personal insurance coverage.

Explore what partnering with AssetSure can do for your clients

Helping financial advisors deliver more value

Partner with AssetSure
Partner with AssetSure

Industry Insights

Get to know us

About AssetSure
We understand the unique risks our clients face and provide tailored insurance solutions for maximum protection and peace of mind. Our simplified process, personalized service and continuous support ensures our clients have everything they need, when they need it. With 50+ years of combined experience, we specialize in addressing the distinct needs of individuals, family offices and businesses. Trust our expertise and extensive network to deliver customized solutions from financially secure insurance providers.
Partner with AssetSure
Financial Planning Association

Visit with us at FPA Conference – Booth #514!

AssetSure is Exhibiting at the Financial Planning Association (FPA) Annual Conference September 27-29, 2023 in Phoenix, Arizona.

Visit with us at Booth #514 or email us at to schedule a meeting.