Elite Risk Services is an outsourcing partner to trusted advisors, providing their affluent clientele with the expertise and resources to effectively manage complex property and liability exposures.

An uninsured or underinsured loss can devastate an otherwise sound wealth management plan. Affluent people tend to be exceptionally busy and mistakenly view personal and commercial insurance as a commodity. Our services enable advisors to offer thorough risk management assessment for their clients, eliminating gaps and costly overlaps. The end result is a well-constructed insurance portfolio that appropriately and effectively insures their clients.

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ELITE RISK SERVICES ~ P.O. Box 12663, Newport Beach, CA 92658
Phone: (949) 891-0133 ~ Fax: (888) 827-1185
Email: jdkleid@eliterisk.com
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