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PRIVATE CLIENT GROUP

Protect your significant assets, maintain your family’s well-being and ensure your legacy with RogersGray Private Client Group for Business Owners.


 

Business leaders face ever-changing risks, but with help from the RogersGray team, risk management can be more than a preventative measure – it can be a strategic driver of your future prosperity.  By having a holistic understanding of your personal and business risk, we can best advise you on solutions that create long-term value and opportunity in addition to protecting you.

THE VALUE OF TRUST

We have the understanding and experience to help you plan for your personal financial benefits and protections. When you own a business, property and employ people, your personal insurance needs are not as simple as the traditional homeowner.

You can trust our team of advisors to consult with you on:

  • Identifying and prioritizing risks you face now and ones that may occur in the future
  • Maximizing tax planning
  • Reviewing asset allocation

We’re looking for the 3 most important things in your life; Family, Business and Employees. 

Our premier clients are offered comprehensive risk programs and a range of elite services. We know how to secure your properties and assets from risk, loss, and potential liabilities. We carefully evaluate your risk profile, weigh your overall wealth platform, and deliver sound strategies that respect your interests.

 

REQUEST A CONSULTATION

David W. Dunn is a Partner and Executive Vice President at RogersGray.

As a business and property owner himself, he has the first hand knowledge needed for a comprehensive, thoughtful review of risk management for business owners.

TURN TO US FOR GUIDANCE ON:

HIGH VALUE HOMES

AUTOMOBILES AND
CLASSIC CARS

PRIVATE FLEET, YACHTS, AND WATERCRAFT

EXCESS LIABILITY

JEWELRY, FINE ART,
AND PRIVATE COLLECTIONS