Personal Lines

Excellent Service. Excellent Value.

Our Personal Insurance division typically works with individuals and families with a high net worth. These affluent clients expect excellent service; however, they also expect exceptional value for each dollar spent.

Our clients often have a team of service professionals including financial advisors and money managers, estate planners, trust professionals, family office managers, philanthropic advisors, security consultants and more. Our goal is to be an integral member of this team. That requires us to be knowledgeable about our products and to fully understand our clients’ situations, risks and concerns. In short, we want Haas & Wilkerson Insurance’s personal insurance division and our people to be valued as trusted advisors.

Our Expertise

The Haas & Wilkerson Insurance professionals in our personal insurance division have a wide breadth of knowledge. We handle the insurance needs for clients ranging from recent college graduates to affluent individuals who have acquired considerable wealth and property. Haas & Wilkerson Insurance represents numerous personal insurance carriers. Our goal is to provide all of our clients with unparalleled service and help them select the carrier and products that best meet their insurance needs.

Services & Solutions

We offer a wide array of traditional and specialty personal insurance products for affluent clients.

  • Antique and classic automobiles
  • Boats and yachts
  • Directors and officers liability
  • Earthquake, flood and landslide
  • High value homeowners
  • Homeowners
  • Identity Theft
  • Motorcycles

  • Personal auto
  • Recreational vehicles
  • Renters
  • Secondary and seasonal homes
  • Travel insurance
  • Umbrella liability
  • Valuables and private collections

Claims and Risk Management

Haas & Wilkerson Risk Management provides expert claims and risk management services.

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