Kelly Klee

You know you’re getting good value because Kelly Klee works directly with every major insurance company that specializes in serving affluent customers. These carriers only work with about 5% of the brokers who apply.

Pure

At PURE, insurance is about more than just the things we protect. It’s about our members. It’s about making them smarter about risk. It's about helping them reduce their chances of experiencing a claim. And it’s about making them more resilient so that if a claim does happen, they can recover faster and with greater ease. PURE is a member-owned property and casualty insurer designed exclusively for financially successful families and driven by a purpose of doing what is right for them.

Quantum

Providing insurance brokerage services, value, and peace of mind to high net worth families and successful businesses

Masttro

You know you’re getting good value because Kelly Klee works directly with every major insurance company that specializes in serving affluent customers. These carriers only work with about 5% of the brokers who apply.

DiGiacomo Associates

Specializing in High Net Worth Insurance, Home Insurance, Auto Insurance, Umbrella Insurance, Restaurant Insurance, Business Insurance, Group Health Insurance and Life Insurance

Orchid

First Choice

They give you access to the industry’s leading providers of affluent personal lines insurance while tailoring the right coverage solutions, whether in the admitted or non-admitted marketplace.

Saxon

With an in-depth understanding of the world you move in, Saxon Insurance Brokers provide a cutting edge service, underpinned by traditional values. Offering you choice and flexibility in protecting your assets, while preserving a personal, dedicated approach to protection.

Addepar

Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting.