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.
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.
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.
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
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
Robert M.
CEO, Highway Specialty Contractor
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
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