Our seasoned and experienced team at Morris & Garritano has been trusted for generations to customize solutions for high-net-worth private client individuals and families. We understand what it takes to manage risk and plan for the future in safeguarding your assets.

Through personal relationships and exceptional service, our team will assess your needs to establish an insurance program that best suits you. Our clients can expect competitive coverage and expert analysis with concierge level assistance available from our in-house team.

At Morris & Garritano, we are dedicated to offering our clients personalized support at the time of purchase and at the time of need.

Private Client Advantages

  • Holistic analysis to build a custom personal insurance portfolio
  • Broad coverage and competitive pricing
  • Concierge-level service with in-house claims advocacy
  • Annual insurance portfolio review
  • Collaboration with trusted advisors such as CPAs, attorneys, and financial planners
  • Ongoing updates on evolving coverage options

Related Articles

man signing a form learn what an sr-1 is and when you need one

Sep 15, 2022

What’s the Deal with the SR-1?

If you are involved in an auto accident in California, you may be required to complete an SR-1 form and mail it in to the DMV. Here we discuss some of the questions we commonly receive regarding this form, along with answers from our experts.

Read Story
woman at a table looking at paperwork filing a claim affect insurance rates

Sep 08, 2022

How Does Filing a Claim Affect My Insurance Rates?

Every carrier handles claims a little differently with no one-size-fits all answer on how filing a claim will affect your rates or availability of coverage. Reporting a claim promptly though, is one of the most important actions you can take to protect your rights under the policy.

Read Story
man reading piece of paper

Aug 17, 2022

A Note to Professionals – Understanding Errors & Omissions Insurance

As an established professional with extensive knowledge in your field, it is your responsibility to ensure accuracy in the services you provide to your clients. Despite best efforts, sometimes mistakes are made. Understand Errors & Omission insurance and what kind of protection Professional Liability can provide.

Read Story

What "covered" should feel like.