top of page



CPS Private Client Solutions (CPSPCS)

The CPS Private Client Solutions (CPS|PCS) Division works collaboratively with MFOs and RIAs to provide unique insurance solutions. The CPS | PCS team has over 200 years of combined experience and is supported by CPS Insurance Services, a leader in the Risk Management arena since 1974. We provide creative solutions for advanced planning with insurance for new plans, and a forensic review of existing insurance contracts. Strategic relationships help Advisors navigate the complexities of estate planning and risk management strategies backed by insurance. CPS|PCS is the partner that will help your firm deliver the insurance component of a holistic plan.

bottom of page