We believe in a modern approach to wealth management, one that seamlessly integrates insurance into your overall financial plan. Our goal is to bring peace of mind, safeguarding your wealth and income against specific risks for a defined period, while keeping costs to a minimum.

Many of our clients appreciate the convenience of having one primary wealth management contact. That’s why we established our own subsidiary, Divvi Insurance Solutions, dedicated to insurance. This allows us to offer you a unified service experience, where your wealth management and insurance needs are addressed by a team that knows you and understands your values.

Insurance products and services are offered and sold through Divvi Insurance Solutions (DIS) and individually licensed and appointed insurance agents. DIS is affiliated with Divvi Wealth Management.

For more information, please visit Divvi Insurance Solutions.