Your Wealth. Your Legacy.
Our Expertise.
Your Wealth.
Your Legacy.
Our Expertise.
Tailored risk management strategies for successful individuals and families who expect more.
Tailored risk management strategies for successful individuals and families who expect more.
Our Story
A Tradition of Stability, Expertise, and Results
Founded in 1871, Wheeler & Taylor is one of America’s oldest continuously operated financial institutions. With a rich history spanning banking, real estate, and insurance, we have stood by our clients through world wars, economic downturns, and periods of prosperity — helping them protect and grow their wealth across generations.
Today, we continue to evolve, delivering leading-edge risk management and insurance solutions for successful, high-net-worth individuals and families who share the global perspective and hometown values that shaped us. These are the very same values that guide our commitment to protecting what matters most and ensuring long-term financial security for our clients.
Founded in 1871, Wheeler & Taylor is one of America’s oldest continuously operated financial institutions. With a rich history spanning banking, real estate, and insurance, we have stood by our clients through world wars, economic downturns, and periods of prosperity — helping them protect and grow their wealth across generations.
Today, we continue to evolve, delivering leading-edge risk management and insurance solutions for successful, high-net-worth individuals and families who share the global perspective and hometown values that shaped us. These are the very same values that guide our commitment to protecting what matters most and ensuring long-term financial security for our clients.
WHy Us
Protecting Legacies, Preserving Futures
The decision you make on who to trust to safeguard your assets and legacy is an important one. Determining the best fit will require you to evaluate the expertise, capabilities, and ongoing service your broker will provide. At Wheeler & Taylor, we offer a true “Goldilocks” solution - the expertise and capabilities of the largest national brokers but with the drive, dedication and personalized service of a boutique firm.
We specialize in protecting the lifestyles and assets of highly successful individuals and families with complex insurance and risk management needs. Our advisors bring decades of experience, global reach, complete market access, and the kind of personal attention that turns strategy into peace of mind. Representing every major insurer that participates in the ultra-high net worth personal insurance space, we operate across the nation and internationally. And while we are built to handle the most sophisticated risks regardless of geographic location or complexity, our dedicated service to you, our client, is what truly separates us from the competition.
Big Enough To Help. Small Enough To Care.
As a boutique specialist, our relationships are built on accessibility, trust, and a hands-on approach that makes every client feel like a priority - not a policy number. Backed by the strength and resources of one of the nation’s 100 largest P&C insurance agencies, Wheeler & Taylor delivers the market access, expertise and tailored solutions to meet the unique needs of every client engagement.* While our proven expertise, capabilities, and market reach set us apart, our hometown service approach and consistent dedication to our clients defines the Wheeler & Taylor experience.
Specialized Expertise
Our team brings deep industry-specific knowledge across a wide range of risk profiles. We apply that expertise to design tailored solutions that address complex exposures with precision and confidence.
Concierge-Level Service
At Wheeler & Taylor, concierge-level service means more than responsiveness — it means having a trusted team that is proactive, accessible, and fully invested in your success. We provide high-touch support with dedicated professionals available whenever you need guidance. Whether navigating an urgent claim, managing evolving risks, or addressing day-to-day servicing support, our team is always accessible to respond quickly and guide you through every step.
Long-Term Partnership Approach
We prioritize relationships over transactions by building long-term partnerships with our clients. As your needs evolve, we stay aligned with you by adapting coverage and strategy to support your growth over time.
*Based on data compiled by the Insurance Journal. WT does not release its financial information publicly so is not included in the official lists.
Our Expertise
Homes & Estates
Luxury Vehicles
Private Aircraft
Yachts
Umbrella
Collections
Cyber security
Travel
Our Approach
Comprehensive Risk Management. Customized Solutions.
Comprehensive Coordination.
Strategic Oversight.
We provide a comprehensive, hands-on approach by providing superior risk management coupled with tailored insurance solutions to protect what you’ve worked hard to achieve.
Discovery & Strategy
We start by identifying and understanding your unique exposures, coverage needs, and individual expectations. We will then work with you and your advisors to craft a customized insurance program that balances coverage, value, and your priorities.
Customization & Placement
Development of a tailored coverage program is the hallmark of the customization and placement phase of your client experience. A complete canvassing of the market ensures that we secure the most favorable terms, conditions and pricing — all designed to exceed your expectations.
Oversight & Stewardship
We continuously monitor your insurance program through regular coverage evaluations, while proactively evaluating the marketplace for superior placement options.
