Risk Management

Concierge Wealth Management Group works with Orange County based and our national insurance specialists to identify areas that could negatively impact your short and long term financial goals. We will explore scenarios and solutions to transfer risk to an insurance company to minimize a catastrophic impact on your cash flow, portfolio and estate

Insurance can often provide cost effective ways to cover risk if an unanticipated event would occur. We believe insurance is a cost-efficient way to fund:

  • Long Term Care
  • Disability
  • Life Protection
  • Buy-Sell and Business Succession Plans