Private Client Group

If you own a home valued at $300,000 and above, we have a high-net worth, affluent program aimed at meeting your unique insurance needs. You expect your advisors to be experts in their fields as they represent your interests.

At The Heritage Group, our insurance advisors not only design an insurance program to help protect and enhance your affluent lifestyle, but also offer risk management services making your life easier knowing your insurance needs are covered.

Our process is simple - we get to know you by first listening to your personal situation and then reviewing your current insurance portfolio looking for gaps as well as overpayment and/or duplicate coverages.

Only after this will we customize an insurance program for you.