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    • Home
    • Why Aidan Sonnen
    • Our Process
    • Contact
    • Services
      • Real Estate
      • Personal Insurance Audit
      • Vehicle & Recreational
      • Commercial
    • Blog
  • Home
  • Why Aidan Sonnen
  • Our Process
  • Contact
  • Services
    • Real Estate
    • Personal Insurance Audit
    • Vehicle & Recreational
    • Commercial
  • Blog

Insurance for Wealth Protection

Insurance for Wealth ProtectionInsurance for Wealth ProtectionInsurance for Wealth Protection

Protect your assets with personalized insurance audits and risk management. Tailored for high-net-worth families, business ow

Request Your Audit

Aidan Sonnen Team

Insurance for Wealth Protection

Insurance for Wealth ProtectionInsurance for Wealth ProtectionInsurance for Wealth Protection

Protect your assets with personalized insurance audits and risk management. Tailored for high-net-worth families, business ow

Request Your Audit

Aidan Sonnen Team

Why Work With Me

Insurance risk consultation

  • Private, one-on-one service
     
  • Deep insurance policy audits
     
  • Bi-annual coverage reviews
     
  • Protection for all assets
     
  • Access to elite carriers

What I Offer

Professional insurance agent conducting a discovery audit for a high-net-worth client

Insurance Discovery Audits

Private Risk Management

Policy Optimization

Continuous Monitoring

Frequently Asked Questions

Please reach us at aidan@aidan-sonnen.com if you cannot find an answer to your question.

All meetings are conducted via Zoom. This virtual approach allows us to provide a comprehensive, concierge-level consultation while respecting your time and privacy.


The complete insurance process typically takes between 1 to 3 months, depending on the size and complexity of your assets. This timeframe ensures we have sufficient opportunity to perform due diligence, comprehensive risk assessments, and tailor a bespoke insurance strategy.


To make the most of our initial consultation, we recommend having the following ready:

  • Current insurance policies
  • An inventory of properties and real estate holdings
  • A list of vehicles, including recreational assets
  • Any high-value collections or unique assets

This information helps us identify potential coverage gaps and begin designing a customized solution.
 


Protect Your Wealth Today

Questions?

Drop us a line!

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  • Why Aidan Sonnen

Aidan Sonnen Team

aidan@aidan-sonnen.com/ (651) 414-1503

Serving MN, WI, ND: Edina, Fargo, Madison

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