Due to PA Gov. Order: Simpson|McCrady has transitioned all employees to remote working capabilities. We are open for business and ready to assist you.
We understand that no two clients are alike and we want to make sure that we tailor our risk management recommendations based on your lifestyle, values, passions, and goals.
As assets accumulate, estate planning vehicles are implemented, and additional homes, vehicles and valuables are purchased, risk management plans can become more complex and require more attention. The average insurance policies no longer provide adequate holistic protection or the increased level of risk management services that should be addressed for successful and high net worth clients and families.
We created our discovery and onboarding process to make sure that we identify the best risk management and
insurance policy program that aligns with your needs. During this process we: