Private Client Services

Personal Insurance can and should mold to your lifestyle and adapt as your needs change.

At Meridian, you can expect a thorough review of your current policy portfolio, and expert guidance to the right carrier and policy structure to ensure you’re getting the most value out of your insurance.

A small list of services we provide:

Together, we’ll ensure you, your assets and your lifestyle are protected from the evolving risks of today.

A Small List of Services We Provide

At Meridian, you can expect a thorough review of your current policy portfolio, and proficient guidance to the right carrier and policy structure to ensure you’re getting the most value out of your insurance.

Homeowners, Condos and Co-ops

Personal Auto, Collector & Classic Cars

Excess Liability

Valuables & Watercraft

Success Stories

What to expect from team Meridian? We’ll let our clients share their experience.

Private Client by the Numbers

0 %

approximately, of high-net-worth households struggle to find adequate property coverage 

$ 0 +million

liability verdicts are increasingly common 

0

policies issued for clients and going strong.

0 %

savings off premiums that can be gained for good driver credits, water monitors and more.

Private Client by the Numbers

0 %

of high-net-worth individuals or families are underinsured.

$ 0
is the average payout for a motor vehicle lawsuit.
0

policies issued for clients and going strong.

0 %
savings off premiums that can be gained for good driver credits, water monitors and more.

Essential Policies

Homeowners with Guaranteed Replacement

Ensure your home can be restored or rebuilt to your exact specifications.

Valuables

Collect wine, art, rare gems or memorabilia? A custom valuables policy can protect from damage, theft and more.

Umbrella

Designed to protect personal assets from a lawsuit. Safeguards directors and officers serving on non-profit boards via endorsement.

Auto with Agreed Value

Make sure you don’t pay out of pocket in the event of a total loss.