Pine View Insurance Group is an independent personal insurance agency offering an elevated experience to high-net-worth and/or high-earning individuals and their families. We provide boutique-level service and a focus on clarity, speed, and confidence. Our model was designed to deliver the kind of insurance experience we always wished existed: responsive and confidence-building.
Our clients value time over money, quality over shortcuts, and clarity over complexity. These are people who, when buying nice clothing, prefer a custom tailor to a department store; who select specialty boutiques over chain stores; and who expect seamless, intuitive service from the professionals they trust.
Insurance is one of the most important (and most misunderstood) financial tools in modern life. It enables people to live boldly with peace of mind. Without it, people and businesses would take fewer risks and progress / commerce would drastically slow.
But because most people rarely use their insurance, they often don’t realize how inadequate their coverage is until it’s too late. As a result, far too many smart, successful individuals are over-paying and/or under-insured—often both.
Pine View fixes this. Too many insurance agencies deliver slow responses, offer generic advice, and rely on outdated processes. Worse, many aren’t equipped with access to top-tier carriers or the knowledge required to meet the needs of individuals with significant assets and complex lives.
We exist to set the standard as an insurance agent that is responsive and confidence-building.
Our members typically fall into one of the following categories:
Tend to:
You may not yet have a sprawling portfolio, but your trajectory makes you a great fit. Tends to:
All of our members share one thing in common: they take insurance seriously—not as a box to check, but as a vital part of their financial strategy.
We’re setting a new standard for personal insurance by focusing relentlessly on four key pillars:
100% Focused on High Net Worth Personal P&C Insurance
We don’t dilute our focus with commercial or life insurance. All of our energy, training, innovation and systems are designed around protecting individuals and families.
Privately Owned and Mission Driven
We are not beholden to outside investors or rigid profit margins. We’ll operate at breakeven—or even a loss—if that’s what it takes to deliver the experience our members deserve. Many private equity–owned agencies are required to maintain profit margins of 25% or more—margin that could otherwise be used to provide you with a better experience.
Tailored Innovation, Not One-Size-Fits-All
Because our membership shares a similar profile, we can build tools, processes, and services specifically for their needs. From claims response to coverage design, we optimize everything for your world.
Strategic Approach to Rising Costs
We don’t believe the cost of insurance will trend down anytime soon. Accordingly, we help you navigate this new reality with creative structuring, smart deductible strategies, and proactive risk management.
Insurance doesn’t matter—until it does. That’s why we built Pine View Insurance Group: to make sure that when the moment comes, you’re covered the right way. Confidently. Responsively. With a team behind you that treats your protection like their own—ready to act when you need us most.