Strategic Insurance Planning for Exceptional Wealth
PH Robb specializes in private client insurance consulting, helping ultra-high-net-worth individuals, families, and advisors protect, preserve, and transfer wealth with clarity and confidence.
Private Client Insurance Services
Strategic Insurance Solutions for Complex Wealth
Business Planning
Protect, Grow, and Transition Business Wealth
Agency Services
Empowering Advisors to Serve Complex Clients
Insurance Consulting For Advisors
A Trusted Partner to Elite Advisors Nationwide
Experience That Translates to Results
As a strategic wealth advisory group, PH Robb delivers tailored insurance strategies rooted in deep legal, tax, and financial expertise. We help clients unlock the full potential of life insurance as a tool for wealth preservation, tax mitigation, and multigenerational planning.
Trusted By Top Advisors and Institutions
We partner closely with law firms, CPAs, investment professionals, and family offices across the country. Recognized as one of the top insurance consulting firms and among the most experienced independent insurance advisory firms in the United States, PH Robb supports your broader team while remaining focused on your long-term vision. Our collaborative model is built to complement the work of your most trusted advisors.
400+
Advisors Who Partner With Us
$250M+
Average Client Net Worth
$1.340B
in Death Benefit Placed since 2020
Tailored Planning for Complex Wealth
Every client we serve has unique goals—and our approach reflects that. We structure advanced life insurance solutions to support estate plans, liquidity needs, and high net worth tax strategies. These solutions are designed to protect generational wealth and unlock long-term value with minimal disruption to your existing financial structure.
Let's Discuss Your Goals
PH Robb is here to help you make informed, strategic decisions that secure your legacy. Connect with our team to explore how customized insurance solutions can elevate your planning.