CPS Private Client Solutions (CPS|PCS) helps RIA firms deliver bespoke insurance planning to the families of significant wealth they serve. Recognizing that insurance is an integral component of a broader wealth management strategy, (CPS|PCS) operates within a collaborative framework, aligning seamlessly with the Registered Investment Advisor (RIA) firm that serves as the client’s primary financial steward. Supported by CPS Insurance Services, a pillar in the industry since 1974, we provide personalized solutions without bias toward specific products or insurance carriers. Our goal is to enhance the advisors ability to deliver comprehensive planning, to address insurance complexities safeguarding the client’s legacy.