ABOUT
MOMENTUM RISK MANAGEMENT
Momentum Risk Management (MRM) was founded to meet the urgent demand in the financial advisory marketplace for a consultative insurance brokerage that delivers both strategic risk management advice and a full suite of insurance solutions for individuals, families, businesses, and organizations.
MRM offers comprehensive personal and commercial insurance, serving successful families, entrepreneurs, corporations, and organizations with equal precision and care. Guided by our core values-knowledge, transparency, guidance, and partnership-our advisors bring decades of experience to every engagement. We excel in discovery, advisory, program design, placement, and ongoing process management, ensuring our clients are protected today and positioned for tomorrow.
Our clients span industries and communities across the United States, but all share a common goal: to partner with a highly professional, ethical, and relationship-driven brokerage. At MRM, we focus on understanding the unique needs of each client-whether an individual, business owner, family, or organization-and building trusted partnerships that result in tailored insurance programs, offering the most comprehensive coverage available at the right value.
PERSONAL & PRIVATE CLIENT
HOME, CONDO AND RENTERS
AUTO
PERSONAL LIABILITY
FLOOD & NATURAL DISASTER
PRIVATE BOAT & YACHT
JEWELRY & ART
FAMILY OFFICE
FINANCIAL SERVICES & LIABILITY
ERRORS & OMISSIONS
FIDUCIARY LIABILITY
EMPLOYMENT PRACTICES
FIDELITY & SURETY BONDS
CYBER
KIDNAP & RANSOM
SPECIALTY PRODUCTS
LIFE INSURANCE & SUCCESSION PLANNING
PREMIUM LIFE
WEALTH TRANSFER PLANNING
DISABILITY
KEY MAN LIFE
BUY–SELL INSURANCE
ACCIDENT, DISABILITY & DEATH
LONG TERM CARE
We create tailored solutions that require innovation and foresight to meet the needs of our clients as they deal with the changes in their businesses, professional and personal lives.
OUR MISSION
The insurance industry has always evolved in response to society’s changing trends and emerging risks. In today’s globalized economy, businesses face constant challenges that demand proactive strategies to reduce exposure and protect their assets.
At Momentum Risk Management (MRM), our team brings decades of expertise and deep industry knowledge to deliver forward-thinking insurance and risk management solutions-helping clients stay resilient in an ever-changing world.
Our team’s expertise spans decades, combining deep industry knowledge with a steadfast commitment to solving problems for our clients. At Momentum Risk Management (MRM), we design comprehensive asset and risk management programs where protecting clients from exposure is central to every decision we make.
Every business, organization, and corporation faces a unique set of risks- some visible, others hidden-that can impact daily operations. That’s why MRM’s process begins with a thorough review and risk assessment, evaluating operations, existing coverage, and potential exposures. From there, we craft tailored coverage structures that provide the right protection at the right time.
We recognize that unmanaged risks can financially disrupt, alter, or even close the doors of a business. MRM stands as a trusted advisor, helping clients anticipate challenges, minimize vulnerabilities, and safeguard their long-term success.
