Our Story

We answer to no one but you.

At Monarch Insurance Partners, we advise business owners, executives and professionals – along with their family offices, attorneys, CPAs, trust officers and investment advisors – on insurance and wealth transfer planning, leaving legacies for families and communities, business transition planning, and executive benefit arrangements.

Our approach has been developed over a long history of working within professional accounting and investment advisory firms, where the highest professional standards always drive the development of unique processes to deliver world-class insurance and planning solutions.

We have decades of experience in the insurance and investment professions, advising some of the wealthiest families in the country.