Symphony Wealth

Risk Solutions for High-Net-Worth Individuals

High-Net-Worth individuals and families are exposed to a range of risks due to their unique financial and social status. These risks include financial, legal, physical, and reputational threats that can have devastating consequences if not properly managed and mitigated. Symphony Wealth is dedicated to providing tailored risk management solutions for High-Net-Worth individuals, families, and corporate executives.

About

Symphony Wealth

Symphony Wealth is the specialty business of Symphony Risk Solutions focused exclusively on the risk management needs of High-Net-Worth individuals, families, and corporate executives — protecting them and their assets.

Through our expert advisors, Symphony Wealth provides innovative strategies that anticipate risks and mitigate vulnerabilities providing clients with cost effective and state of the art coverage.

Symphony Wealth ensures that you have peace of mind knowing that your future and your family is secure regardless of insurance cycles and market disruptions.

Risk Services for
High-Net-Worth Individuals

For High-Net-Worth individuals and families, risk management is essential to ensure their future security and prosperity. Our risk management solutions are tailored to each client’s unique financial needs and appetite for risk. Our team of experts works with you to create a comprehensive plan that ensures the safety and security of your assets.

We analyze current risk exposures, evaluate your risk tolerance, review insurance policies, and provide guidance on strategies to minimize losses in the event of unexpected circumstances.

Traditional

Home
Automobile
Rental Properties
High Limit Personal Liability
Jewelry, Timepieces, Art Collections
Trust Liability
Umbrella Liability
Workers’ Compensation
Employment Practices Liability
Non-Profit Directors and Officers

Bespoke Solutions

Lifestyle/Insurance Program Review
Specialized High-Net-Worth Insurers
Safety & Security Assessments
Domestic Staff Background Checks
Wildfire/Flood/Earthquake
Wildfire & Water Loss Mitigation
Equipment Breakdown
Aviation
Kidnap & Ransom
Yacht & Watercraft
Cyber and Identity Theft
Loss Prevention Guidance
Home Inventory & Appraisals
Collector & Performance Vehicles

Specialized Industry Experts. Focused on You.

Symphony Wealth puts our best on your side. Our best people. Our best ideas. Our best partners. Your best outcomes.

Jeannine Eckenweiler

President, Symphony Wealth

Read Bio

We are not confined to our internal resources. Whenever and however necessary, we will access — at our cost and for our clients’ benefit — the appropriate service or technical partner required to provide a tailored solution and to create exceptional value.

Private jet and colorful graphs on screen

The Symphony Difference

History of Protecting Success

At Symphony Wealth, we pride ourselves on being a trusted partner for our High-Net-Worth clients. Our team of expert advisors is dedicated to providing comprehensive risk management solutions tailored to meet your unique needs.

References Available

No-Stress, Stable Advising

We understand that navigating the insurance industry can be an arduous and sometimes intimidating task. That’s why we strive to remove the stress through best practices and a solid balance sheet that can withstand complex situations and markets.

The Best-in Class Insurance Products & Services

Our risk solutions and leading insurance carriers are dedicated to protecting your way of life. We develop and manage a plan to protect what’s important to you and give you peace of mind.

Our Reach

The creation, implementation, and execution of global, seamless, team-based industry and product-specific specialties drives our approach and differentiates Symphony Wealth from the publicly traded multinational behemoths, regional/local generalists, and “buy and flip” aggregators.

Symphony is licensed in all 50 states. Through our global partnerships, we can manage risk and service clients worldwide.

See the Symphony Difference

Contact Symphony Wealth

We would love to hear from you.

Symphony Risk is the next-generation, full-service insurance brokerage, risk management advisory, and employee benefits consulting advisory for the risk and human capital needs of middle market and lower Fortune 500 businesses, private equity firms and alternative asset managers, corporate executives, and high-net-worth families.

Let’s Talk