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Investment Management
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Risk Management
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Tax Mitigation Strategies
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Executive & Key Employee Benefits
The Complete Resource for Your Wealth Management Needs!
We understand that the businesses we serve are often the greatest source of our clients’ wealth. We help manage the inherent risk in business ownership and the complexities that come with it.
Investment Management
Commercial insurance provides indemnity against the risks that nearly all business owners face. It protects your business assets from any claims of injury related to your business and responds to claims of negligence made by a third party. This includes workers Compensations, General liability, Fleet Auto.
Risk Management
Personal Insurance includes home, auto, boat, motorcycle, life and disability insurance and provides financial security by covering individuals against loss resulting from death, injury, or loss of property.
Tax Mitigation Strategies
Professional Insurance includes medical malpractice insurance and errors and omissions (E&O) coverage. It protects physicians and other healthcare professionals against claims alleging their negligent acts caused injury to patients.
Executive & Key Employee Benefits
Business Insurance protects businesses against losses suffered in the course of their normal activities, particularly when a business faces a compensation claim and include umbrella insurance, property and liability insurance.
Leadership Team
Brian Hartman
President
Shaun Eck
Managing Partner
Testimonials
Pharus Insurance
"Rudy, thank you so much for being so forward thinking in what was going to help us achieve the outcome...words fell to express our gratitude!!! RUDY for the win!!!"
Chris Z
Family Man
Latest News
1860 SW Fountainview Blvd., Suite 100
Port St. Lucie, Florida 34986
46 Church Street Suite #21
Hayesville, NC 28904
1070 Tunnel Rd. BLDG 1 STE 10 #237
Asheville, NC 28805
FL: 772.223.3344
NC: 828.415.3344
