Concierge Wealth Services

An exclusive program tailored for Accredited Investors Only. As well-qualified clients, Concierge Wealth Services offers access to wealth planning opportunities that go beyond traditional insurance solutions. If you’ve ever wondered how ultra-high-net-worth individuals preserve and grow their wealth—even in volatile markets—this program is designed to provide access to similar levels of strategy and insight.

Many clients ask how the most financially successful individuals maintain resilience across market cycles. While results vary, one common factor is the use of sophisticated investment approaches and experienced advisors who apply institutional-grade strategies in a highly customized way.

To meet this demand, we’ve partnered with a respected independent advisory firm that shares our commitment to integrity and long-term client success. This SEC-registered investment adviser is recognized for its quantitative and research-driven approach to portfolio management. Rather than relying on conventional methods of assessing risk, their process begins with a first-principles framework, allowing them to deliver strategies that seek to balance capital preservation and long-term growth. These institutional-style solutions are typically used by family offices and sophisticated investors—and are now available through our Concierge Wealth Services for qualified clients.

Key Benefits

Institutional-Grade Expertise

Gain access to investment strategies and risk management processes typically reserved for large family offices and institutional investors. Our partnership extends this level of planning to clients seeking a more advanced and disciplined investment experience.

Quantitative Risk Management

Investment decisions are grounded in data, not speculation. The advisory team uses quantitative research and objective risk metrics to design portfolios intended to adapt across a range of market environments. This evidence-based approach aims to uncover opportunities and manage risks that may not be visible using traditional frameworks.

Curated Investment Access

Enjoy a high-touch client experience and access to carefully vetted private investment solutions not typically offered through conventional channels. These opportunities—available to accredited or qualified investors—are selected with an emphasis on long-term alignment, diversification, and risk management.

Next Steps

If you’re interested in exploring whether these services align with your goals, we invite you to schedule a confidential consultation. We’ll review your needs and determine if you qualify for access to our Concierge Wealth Services.

Request Information & Qualification Review

Secure form submission. We’ll follow up with next steps.

Please Note: All wealth management and investment advisory services are provided exclusively through our independent SEC-registered investment adviser partner. Our insurance firm does not offer securities or investment advice. Clients who engage in advisory relationships will be subject to the adviser’s terms, fees, and regulatory framework.

FAQs: Concierge Wealth Services

What is Concierge Wealth Services?

It’s an invitation-only program for accredited or otherwise qualified investors that provides access to institutional-grade portfolio construction, quantitative risk management, and curated opportunities through an independent SEC-registered investment adviser.

Do you provide investment advice?

No. Diversified Insurance Brokers does not offer securities or investment advice. We facilitate introductions to a respected, independent SEC-registered investment adviser. Any advice, portfolios, fees, and account documentation are provided solely by that adviser under their regulatory framework.

Who qualifies for the program?

Generally, accredited or otherwise qualified investors who meet the adviser’s eligibility and suitability standards. Qualification is confirmed during a confidential review with the adviser.

Is there an account minimum?

Minimums vary by strategy and are set by the adviser. We’ll confirm fit and discuss any minimums during your introductory conversation.

What kinds of strategies are available?

Research-driven, first-principles portfolio construction using quantitative risk controls, purposeful diversification, and liquidity planning. Specific allocations depend on your objectives, constraints, and the adviser’s due-diligence process.

How are fees structured?

Fees are disclosed by the adviser and typically include an asset-based advisory fee (and, where applicable, strategy-specific costs). If any referral compensation applies, it will be disclosed in writing per regulations.

What are the risks?

All investments involve risk, including possible loss of principal. There are no guarantees of performance. Strategy selection, market conditions, liquidity, and taxes can affect outcomes.

Can you coordinate with my existing accounts or adviser?

Often, yes—coordination is possible, subject to the independent adviser’s policies and your objectives. This is addressed during the initial consultation.

How does the engagement process work?

We schedule an introductory call, confirm eligibility and fit, then—if appropriate—connect you with the SEC-registered adviser to review process, disclosures, fees, and onboarding next steps.

How is my information handled?

Your information is treated confidentially and used solely to assess fit and facilitate an introduction. The adviser will provide its privacy policy and regulatory disclosures during onboarding.

Disclosures

Past performance does not guarantee future results. All investments carry risk, including the potential loss of principal. Access to certain investment opportunities may be limited to accredited or qualified investors under SEC guidelines. We may receive compensation or other benefits in connection with referrals made to our investment adviser partner. Any potential conflicts of interest will be disclosed to clients in accordance with applicable regulations. Investment advisory services are provided by FamilyWealth Advisers, LLC, an SEC Registered Investment Adviser. There is no guarantee that any particular asset allocation mix will meet your investment objectives or provide you with a given level of income. We recommend that you consult a tax or financial adviser about your individual situation. Investments in bonds are subject to interest rate, credit, and inflation risk.