Insurance &
Risk Management

Protect what you’ve built with clarity and confidence. Our advisors design comprehensive insurance and risk strategies that safeguard your business, assets, and legacy — now and for the future.

Strategic Protection, Tailored for You

At Engineered Advisory, we believe risk management isn’t about policies — it’s about people, priorities, and purpose.
We take a consultative approach, helping you identify vulnerabilities, design integrated protection plans, and align coverage with your broader tax, capital, and wealth strategy.

Every plan we create is engineered to deliver peace of mind — so you can focus on growing your business and living your life with confidence.

Our Specialized Insurance Services

From business protection to personal asset coverage, our insurance strategies are built to anticipate risk before it happens. We design integrated solutions that align with your financial goals — protecting what you’ve built and the future you’re creating.

Business Risk & Liability Coverage

Key Person & Executive Coverage

Wealth & Asset Protection

Life & Disability Insurance

Succession & Buy-Sell Strategies

Why Clients Choose Engineered Insurance

Our commercial property and casualty insurance services are designed to safeguard clients’ physical assets and provide coverage against losses resulting from unexpected events such as fire, theft, vandalism, and natural disasters. 

Property Insurance

Property Insurance coverage protects your tangible assets, including buildings, equipment, and inventory, from perils such as fire, flood, or other property-related damage.

General Liability

General liability insurance is essential for protecting you against third-party claims for bodily injury or property damage that may occur on their premises or as a result of their operations.

Commercial Auto

Auto insurance to cover your business’ fleet of vehicles, ensuring that they are adequately protected against accidents, damage, and liability claims related to the use of company vehicles.

Workers Comp

Workers’ compensation insurance policies provide your business financial protection in the event of workplace injuries or illnesses suffered by their employees, ensuring compliance with legal requirements and helping maintain a safe work environment.

Why It Matters

You’ve worked hard to build value — the right protection keeps it safe. Our advisors combine 25+ years of experience with data-driven precision and human insight to design coverage that works seamlessly with your tax and capital strategy.