About PH Robb Private Client Advisors
Guiding Complex Wealth With Clarity
PH Robb is a leader in private client insurance consulting, trusted by ultra-high-net-worth families and their advisors to deliver sophisticated strategies that preserve wealth and secure legacies.
A Model Built for Impact
PH Robb operates as a strategic wealth advisory group, bridging the gap between tax planning, estate design, and long-term insurance strategy. Our team brings together decades of experience in financial services, law, and insurance to provide deeply personalized solutions for clients with complex financial profiles.
Using a consultative, data-driven approach, we align insurance structures with each client’s long-term goals—maximizing efficiency, minimizing risk, and enhancing the impact of estate plans. Our work is grounded in coordination with attorneys, CPAs, and investment professionals, ensuring each plan supports the broader financial picture.
Why We’re Different
Unlike product-driven firms, PH Robb was purpose-built to serve as an extension of your advisory team. We are consistently recognized among the top insurance consulting firms for our ability to manage high-value cases with discretion and precision.
Our clients often face challenges that demand more than basic planning. We provide solutions that address liquidity needs, transfer risk, and support high net worth wealth management objectives. Each strategy is designed to preserve capital, reduce tax exposure, and safeguard generational wealth.
Serving Clients Nationwide
As one of the most respected independent insurance advisory firms in the United States, we bring a national reach with a highly specialized focus. From high net worth tax strategies to legacy design, our work is centered on delivering long-term value through insurance.
Work With a Partner You Can Trust
PH Robb is here to help simplify the complex and align every decision with your future goals. Let’s build a legacy plan that lasts.