WEALTH ADVISORS
We Protect
Your Clients and
Their Wealth.
When it comes to managing client wealth, wealth advisors value
the importance of personal risk planning within the comprehensive financial advisory platform.
"Unmanaged risks, unprotected exposures and
insufficient coverages are the greatest financial threats facing today's high net worth client."
Calibre provides wealth advisors with a turn-key, collaborative program that protects clients and their wealth - while broadening the scope of their financial advisory platform.
What We Offer
- Client Personal Risk Assessments
- Comparative Insurance Evaluations
- Coverage Remarketing Services
- Co-Branded Presentations
- Flexible Program Design
- Customized Engagement Protocols
- No Licensing Required
How You Benefit
- Broaden Capabilities
- Safeguard Client Wealth
- Enhance Competitive Position
- Increase Client Value
- Conflict-Free Partnership
- No Cost, No Hassle
Talk With Us
Have a conversation
with us and discover what Calibre can do for you.
We Serve the World's Leading Advisors
We're entrusted to safeguard clients from many of the world's leading wealth management institutions.
What
Wealth Advisors
are Saying
"Calibre has been a valuable partner for our firm - and our clients.
With substantial assets comes the need for enhanced protection - and Calibre is our most trusted resource for protecting our clients.
Most insurance advisors simply offer coverages - but they rarely offer the ongoing guidance and planning to most appropriately protect against potential claims and the potential for lawsuits.
We value Calibre's insight and resources - and offer Calibre as an addition to our advisory platform. And clients value their services."
Managing Director
Wealth Advisory Firm
Austin, Texas
Talk
With Us.
When it comes to protecting your lifestyle in today's increasingly perilous society, you need an advisor who
understands your wealth and can offer the expertise and choice of solutions to protect it most effectively.
Have a confidential conversation with us today and
discover what Calibre can do for you.