Assemble Private Wealth Strategies
Insurance and annuity solutions designed around the complexities of private wealth and institutional distribution.
A More Considered Approach
APWS brings together specialized insurance knowledge, strategic relationships, and dedicated execution to help financial professionals and affluent clients navigate sophisticated insurance and annuity needs.
Our approach is built around understanding the individual, the objectives, and the broader financial picture before identifying potential solutions.
Where Expertise Meets Opportunity.
Considered by design
Vertical One · Institutional Solutions
We work alongside RIAs, broker-dealers, regional banks, and other financial institutions to support insurance distribution, advisor engagement, sales initiatives, and the delivery of specialized solutions.
Vertical Two · Private Client Solutions
For family offices, business owners, professional athletes, entertainers, and other high-net-worth individuals, APWS helps navigate insurance and annuity considerations through a personalized, relationship-led approach.
Areas of Expertise
Product availability varies by client, carrier and jurisdiction. Not every solution is appropriate or available for every client.
Coverage considered in the context of protection, family priorities, estate liquidity and business objectives.
Understanding how annuity contracts may relate to defined income and accumulation objectives, subject to product terms.
Sophisticated planning concepts explored alongside a client's legal, tax and investment professionals.
Education, marketing resources and case coordination for institutions and financial professionals.
Our Approach
APWS works alongside, and never in place of, a client's legal, tax, investment and accounting professionals.
Start with the client's objectives, circumstances, and priorities.
Evaluate relevant strategies and potential solutions in context.
Work with the appropriate advisors, carriers, and institutional partners to support the process.
Whether you represent an institution or are exploring solutions for complex personal wealth needs, we welcome the opportunity to connect.