Agency Partners
Pittsburgh Brokerage Services
History
Collectively, we are one of the largest independent distributors of insurance products, supporting clients, advisors, and institutions since 1984. We pride ourselves on local support with family office planning capabilities. Our Global Wealth Insurance Solutions group has over 70 local field consultants nationwide to serve as a member of your team.
Support
Given our experience in the high-net-worth market space we understand every firm and advisor has unique needs. We engage and support advisors who have a Broker Dealer and those who do not. Our goal is to become your strategic insurance partner as a valuable addition to your existing platform.
Strategic Insurance Partner
We provide value to RIA and Broker Dealer firms by expanding their platform offerings. We differentiate ourselves by helping advisors identify additional opportunities and by providing best-in-class processing services and product selection. Our value proposition is partnering our local insurance subject experts with advisors specific to their practice.
Independence with Infrastructure
- Full Service Advisor Platform
- Centralized Point of Contact for Advisors
- Flexible Reporting
- Data Security and Client Confidentiality