We are a full-service risk management solution provider serving wealth management advisors and their clients.
As a holistic wealth manager, you should have a trusted partner to help navigate the complexity of the traditional insurance service model. Someone who EQUALLY understands your wealth management practice as much as the insurance component. What makes us unique is that we know there is more to a financial plan than insurance, but our insurance subject matter experts are second-to-none.
If you’re trying to grow your wealth management practice, expertise in insurance isn’t a nice-to-have anymore: it’s crucial. The problem is that many insurance “experts” are actually salespeople with a totally different set of values to yours.
Wingman was founded to help great advisors build stronger businesses. We do that by helping advisors provide insurance to their clients in a scalable, efficient, and fiduciary way.
We don’t have a book of business, and we aren’t interested in commissions: we focus on being your in-sourced insurance expert, working alongside you to source client-first solutions and provide clear, objective advice. Without adding business risks, employees, or additional regulatory overhead.
The wealth management industry has made it all but impossible to ignore insurance as a critical risk management tool. This presents a problem for great advisors, who often distrust insurance people and sales (and rightly so!)
We knew that there had to be a better way to provide a fiduciary standard of care when dealing with risk management and insurance issues.
We combine depth of insurance expertise and a business model that helps advisors accelerate growth and scale—without sacrificing their client-first mentality.
Wingman Strategic Partners is a consulting agency providing insurance solutions for finanical advisors and their clients.