Insurance sexy? Dare us.
Dare to do insurance different
I’m Harvey M. Wexelman. 30+ years placing coverage for complex lives. Simple, sharp, and actually interesting. Layered assets. Hard-to-place homes. Advisors who hate boring. Curious yet? Good.
Prestige personal lines
Names you’ll recognize
For ID only, not an appointment claim or placement guarantee. Subject to appointments, appetite, and underwriting. Marks belong to their owners.
- Chubb
- Berkley One
- PURE
- Private Client Select
- Cincinnati
How I Work
Four moves. No fluff.
I don’t pitch into the void. I map the risk, then place a program for how you actually live. Subject to underwriting and policy terms.
Listen & map
Lifestyle, holdings, entities, and the advisors already in your orbit.
Hunt the gaps
Limit shortfalls, exclusion traps, entity mismatches, before a claim or a lender does.
Structure & place
Design it. Submit to markets that get complex private-client risk, when appointments, appetite, and underwriting allow.
Stay curious
Renewals with your wealth team. Clear notes. We adjust as life moves.
Who I Serve
You already have a team. I’m the missing piece.
Most clients don’t walk in alone. Family offices. RIAs. Wealth teams. And homes that aren’t easy. Placements subject to appointments and underwriting.
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Individuals & families
Hard-to-place homes (Florida waterfront, California wildfire, mountain lifestyle), plus collections, excess liability, lifestyle risk as one program. When markets allow.
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Family offices
Entity-aware placement. Shared renewals. Zero drama.
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Wealth managers, RIAs & their clients
You own capital. I own risk. Clean lanes. Better sleep.
Coverage at a Glance
Personal + commercial. One brain.
Household risk and the businesses around it. Same relationship, no silos.
Residences & contents
High-limit homeowners and condo, including selective hard-to-place waterfront, wildfire, and mountain homes where markets allow, plus valuables and second homes.
Excess liability
Umbrella sized to your life, not a brochure default. Protect the balance sheet like you mean it.
Management liability
D&O, E&O, EPL, and related covers for principals, family-office entities, and operating companies.
Cyber & specialty
Cyber, commercial property and CRE, workers’ comp, and related lines when they fit and markets allow.
Want more?
Then talk to Harvey.
No online quotes. No funnels. Steal 15 quiet minutes. I’ll meet you there.