Wealth Advisors

Protecting wealth, fortifying your future.

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Invest into peace of mind.

As a wealth advisor, you understand the importance of protecting your clients’ assets and ensuring their financial security. However, you may not be as familiar with way insurance can safeguard their lifestyle and assets or the way insurance can empower the sustainability of your own business – that’s where we come in.

Our strong understanding of the financial industry and the unique risks that wealth advisors face on the daily can be a powerful resource for your clients and practice. Let’s work together to understand how a tailored coverage plan will enhance your client’s peace of mind and reduce the total cost of risk for your business.

In addition to our insurance products, we also offer risk management services to help you identify and mitigate potential risks in your operations. This includes education on industry best practices, as well as regular reviews of your policies and procedures to ensure they are providing the most value.

Don’t let the fear of a lawsuit or claim hold you back from growing your business. Let us help you protect yourself and your clients. Contact us today to learn more about our insurance solutions for wealth advisors.

Secure your financial future, protect your business.

Tailored insurance and risk management solutions that improve sustainability.

Insurance & Risk Management Services For You

Access the nations best insurance for wealth advisors with appropriate coverage and cost-efficient pricing:

  • Automobile Liability
  • Commercial General Liability
  • Cyber Liability
  • Management Liability (D&O)
  • Professional Liability (E&O)
  • Property Liability
  • Sexual Misconduct Liability
  • Special Event Liability
  • Umbrella/Excess Liability
  • Workers’ Compensation and Disability

Our risk management solutions are designed to be both cost-effective and practical, with a focus on initiatives that will have the most significant effect on your total cost of risk and protecting your personnel.

  • Claim Management & Advocacy
  • Cyber Risk Management
  • Emergency Response & Business Continuity Planning
  • Fire and Property Protection
  • Fleet Safety Program Development & Training
  • Safety Program Review & Development
  • Security & Workplace Violence Prevention
  • Workers’ Compensation Rating and Compliance

Our services are designed to provide employees of all ages with physical, mental and financial health benefits.
  • Compliance Consulting
  • Employee Health and Performance
  • Group Medical, Ancillary and Voluntary Benefits
  • HR Technology Solutions and Benefit Administration
  • Strategic Benefits Planning
  • Workforce Productivity

Insurance Services For Your Clients

  • Homeowner’s Insurance
    Get tailored homeowners insurance coverage, no matter if you own a high-value residence, multiple homes, or even a property by the coast.
  • Flood Insurance
    Floods are the most common hazard that property owners face, but traditional homeowner’s insurance does not typically cover this type of damage. Stay protected!
  • Earthquake Insurance
    Unexpected disasters can occur anytime, so it’s important to remain prepared. Earthquakes occur more often than you would think and earthquake insurance offers additional protection that a regular homeowner’s policy does not cover.
  • Co-op and Condo Insurance 
    If you’re a city dweller, ZRM’s customized condo and co-op insurance policies help protect you from unforeseen losses or insufficient coverage.
  • Travel Insurance
    The future is unpredictable. Having the appropriate travel insurance ensures you and your family are safe, secure and can enjoy your trip with peace of mind.
  • Jewelry Insurance
    A specialized jewelry insurance policy can help protect your valuable items from loss, theft and damage, beyond what may be covered by your homeowner’s insurance.
  • Fine Arts Insurance
    Homeowners insurance provides limited coverage for valuable items such as art and jewelry. Get a scheduled or blanket fine arts insurance policy from ZRM to safeguard your valuable art, antiques and collectibles.
  • Equine Insurance
    Our equine insurance experts will help you find the perfect horse insurance policy, whether you’re an enthusiast or a business owner.
  • Personal Umbrella Insurance
    A single lawsuit can have significant consequences. A personal umbrella policy safeguards your net-worth and the investments that you have worked tirelessly to achieve.

  • Auto Insurance
    We can provide tailored auto insurance coverage for vehicles like luxury and collector cars, motorcycles, motor homes, and golf carts.
  • Boat, Yachts & Personal Watercraft Insurance
    No matter the type of boat you have, from sailboats to yachts, we can provide customized boat insurance to meet your requirements.
  • Aviation Insurance
    Be secure in the sky with aviation insurance that meets your aircraft’s needs.

  • Individual Health Insurance
    For those who are self-employed or require temporary coverage, individual health insurance will ensure that your family is protected.
  • High Net Worth Life Insurance
    Ensure that your legacy will endure and secure the financial future of those you love by investing in life insurance for high net worth individuals.
  • Medicare Supplemental Insurance
    Having medical supplemental insurance can be invaluable if you become ill or injured, as it helps cover what major medical insurance may not.

  • Directors and Officers Insurance
    Directors and Officers insurance can act as a safeguard for board members and key executives, protecting their personal assets in case of litigation. D&O insurance is the best way to attract and retain influential board members or corporate officers.
  • Professional Liability Insurance 
    Errors and omissions insurance, otherwise known as professional liability insurance, offers an additional layer of coverage beyond that provided by general liability policies. Guard your organization against accidents and claims of negligence.
  • Workers’ Compensation Insurance
    Worker’s compensation insurance is often complicated and expensive. Our specialists can help you select insurance policies that reduce your business’s legal liabilities.
  • Cyber Insurance
    Cyber insurance provides a safeguard for your business from cyber security issues and data leakage. Protect yourself against the fastest growing liability for businesses.
  • Kidnap and Ransom Insurance
    Each year, over 15,000 kidnappings generate immense profits for criminals through ransom. Protect your family at home and abroad with kidnap and ransom insurance.

We Love An Audience!

Want to design a speaking engagement for your clients or staff?

Reach out today and discuss partnership opportunities while exploring how we can provide the most value together.

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