“I help people protect what matters most…

their peace of mind”

Dominic Sylvester, CPA

Home value(s)

$2.5M - $20M

Private Residences

There are many factors driving the cost of insuring your home. I look through every factor to identify ways to get better coverages for better rates.

Automobiles

Whether you drive an Aston , Bentley, or a classic (see what I did there?), you will have confidence knowing that your investment is protected.

Jewelry/Fine Art

From family heirlooms to priceless art collections, our coverages make sure that you are protected from loss, theft, or damage.

Personal Liability

We live in a culture where everyone is looking for a way to get something for nothing, mostly by legal means. I help make sure you are personally protected by properly insuring your homes, vehicles, and household employees..

Income Protection

The fastest way to destroy your wealth is to have more money going out than coming in. If you are a high income earner, your family likely relies on your ability to work, right?

Life Insurance

This is the biggest secret to creating generational wealth. While it can be used to protect your family as you are in wealth accumulation, this is one tool my 9 figure clients leverage to legally avoid estate taxes.

Portfolio Review & Strategy Development

If you are like my other clients, you likely have multiple policies with multiple insurance carriers and brokers that you have accumulated over the years. During this process, I lay out all of your current coverages, ways to align your insurance premiums with your risk profile, and develop the strategy on how to accomplish it.

Execution of Strategy

After we agree on the strategy, I begin negotiating with the top insurance carriers (Chubb, Pure, etc.) on why they should insure your account. As your broker, I am working to get you the best bang for your buck. Once I have found a good match for your portfolio, we review the offer, discuss how it meets your goals, and make a decision to proceed or continue looking.

Adapt & Adjust (as needed)

Life happens. Things are bought, sold. Kids grow up. You get the picture. We will meet on an annual basis to review your portfolio and discuss any necessary modifications to your coverages. This helps make sure we are on the same page and have the proper protections in place. I am always available to help you understand your coverages and advise on new purchases.