About
The firm that treats insurance as a service, not a sale
ShieldWise Insurance Group was founded in 2008 on a simple observation: most people are overpaying, under-protected, or both. Eighteen years and 2,400+ clients later, that observation still drives every review we do.
We answer to you — never to an insurance company
The insurance industry runs on a conflict of interest: agents are paid by the carriers whose products they sell. We built ShieldWise to escape that loop. Our advisors work across more than 40 carriers, hold no sales quotas and receive no bonuses for steering you toward any particular product.
What we do instead is simple: we read your policies line by line, model your real exposures, shop the entire market, and negotiate like it's our own money — because to us, it is. When a claim happens, we stop advising and start advocating.
“Insurance is a promise. Our job is to make sure the promise matches the policy — before you need it.”
Our values
Four principles, zero exceptions
Clarity First
Insurance only works when you understand it. We translate complexity into plain English — every time.
Radical Independence
No carrier quotas, no product quotas. Our compensation never changes based on what we recommend.
Proactive, Not Reactive
We review coverage before the loss, not after. Annual check-ins keep your protection ahead of your life.
Advocacy Without Exception
When you have a claim, we're on your side of the table. Full stop. That's the entire point of us.
By the numbers
A track record you can verify
Independent advice, measured the only way that matters: client outcomes.
Advisor-owned
Every partner is a practicing advisor. No shareholders, no quarterly product targets — just client outcomes.
Fiduciary-style duty
We disclose every source of compensation and work to your standard of care on every engagement.
Licensed nationwide
Personal and commercial lines licenses in all 50 states, with specialty markets for hard-to-place risks.
Get protected, properly
Your next policy review takes 15 minutes — and could save you thousands.
Talk to an independent advisor. No pressure, no jargon, no obligation — just a clear picture of where you stand.