The professionals at Daly Merritt are trusted to advise with your best interests as our Number One priority.
High net worth individuals with complex insurance needs are the focus of our Private Client team.
Within our Select Services Division, our Private Client experts are dedicated to and specialize in the affluent market niche. The Daly Merritt Private Client expert creates a custom risk management plan designed to protect your highly valued assets and to provide you with peace of mind. We foster long-term relationships with both our clients and coverage providers in order to ensure that we can offer the optimum coverage and value for you – our valued client.
Further, strong alliances with our coverage providers allow us to easily address the challenging coverage situations that often arise with complex insurance portfolios. We work with high net worth clients such as yourself on a daily basis, so when you decide to become a Daly Merritt Insurance client you will have the attention and support you desire.
We strive to continuously exceed our customers' expectations. This goal is achieved by providing superior coverage and service to our clientele, while maintaining the most competitive insurance premiums from leading insurers of high net worth individuals in the marketplace.
We offer a range of products and services including, but not limited to: