Metz Insurance & Financial provides guidance to family offices, founders, and privately held business owners on the strategic use of life insurance, disability income and long-term care.
We approach insurance the way founders approach capital: deliberately and with purpose. Each engagement begins with a clear understanding of risk, liquidity needs, and long-term vision, allowing us to design solutions that integrate cleanly with broader financial and estate plans.
Our work is defined by discretion, precision, and stewardship - delivering clarity, alignment, and confidence to those responsible for building and preserving wealth.