Insure Confidently With AssetSure
Protecting individuals, businesses, family offices, and real estate portfolios with insurance solutions backed by 50+ years of trusted experience and concierge-level service.
Insure Confidently With AssetSure
Protecting individuals, businesses, family offices, and real estate portfolios with insurance solutions backed by 50+ years of trusted experience and concierge-level service.
A Holistic View
A Holistic View
Concierge Level of Service
Concierge Level of Service
Deep Industry Knowledge
Deep Industry Expertise
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.
COO, $1B+ AUM
“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
Explore what partnering with AssetSure can do for your clients
Helping financial advisors deliver more value
Industry Insights & News
E-Bikes, Scooters, and Hoverboards: Understanding the Insurance Risks of Today’s Popular Personal Mobility Devices
E-Bike, Scooter, and Hoverboard Insurance Considerations for Homeowners Personal technology continues to change the way families live, travel, and enjoy...Read More >
AssetSure Celebrates 50 Years of Trusted Insurance Expertise and Community Commitment
AssetSure, a national independent insurance agency and part of the Harvey Insurance Group of Companies, is celebrating 50 years of...Read More >
What Insurance Does a Gym or Fitness Center Need?
Understanding Risk in the Fitness Industry Gyms, fitness studios, health clubs, and personal training facilities operate in environments where physical...Read More >
Summer Insurance Checkup: Review This Season’s Risks
Summer often brings changes that can affect your insurance needs. Families travel more frequently, properties see increased activity, businesses adjust...Read More >
Preparing for Hurricane Season: Steps Homeowners and Businesses Should Take
Property owners preparing homes and businesses before hurricane season Why Hurricane Season Preparation Matters Atlantic hurricane season officially runs from...Read More >
Spring Clean-Up and Risk Management: Pools, Gutters, and Tree Trimming
How Property Owners Can Reduce Damage and Liability Risk This Season Spring clean-up is one of the most effective ways...Read More >
Wildfire Prevention and Protection for Hunting Preserves
Hunting lodges and preserves combine natural habitat, infrastructure, and human activity. This creates an environment where wildfire prevention is both...Read More >
Your Roof Matters (More Than Ever)
Many homeowners assume that if their roof still has years of life remaining, insurance companies will view it the same...Read More >
Dram Shop Laws, Liquor Liability, and the Insurance Crisis Facing Bars and Restaurants
Across the country, bars and restaurants are shutting their doors. Not because customers stopped coming, but because insurance became unaffordable....Read More >
Get to know us
We understand the unique risks faced by high-net-worth individuals, family offices, and businesses. That’s why we offer tailored solutions in private client insurance, family office insurance, and commercial coverage to ensure strong protection and lasting peace of mind. Our streamlined process, personalized service, and ongoing support provide clients with exactly what they need, when they need it. With over 50 years of combined experience, we specialize in designing insurance strategies supported by financially secure carriers and trusted industry relationships.