As part of our Vision 2022 strategic growth plan, we have been focused on expanding our non-traditional service offerings. From digital workplace solutions to finance transformation & CFO solutions to wealth management and insurance advisory services, our goal is to be a one-stop shop for our clients for their business needs. Having this depth and breadth of services is great for client service and retention, and also good for the financial health and longevity of our firm.
We are pleased to share that our insurance advisory arm, IIAG, has now been rebranded. Its new name is Withum Insurance Advisors (WIA), providing insurance solutions for the affluent and business markets. WIA is independent and represents many of the leading insurance providers.
Led by President Tony Sardis, JD, LLM, WIA offers an experience and highly credentialed team. Tony has previously worked for major financial institutions where he had responsibility for retail and wholesale distribution offerings. He also has experience as a tax lawyer, accountant and commercial banker. Tony has spoken extensively throughout the country and is widely published. He received his B.A. from Yale and completed a joint law degree program, receiving his LL.M. in Taxation from NYU and his J.D. from Rutgers. Tony is responsible for overall management of the product offering and strategic partners. He also provides point-of-sale support for sophisticated and complicated client matters. His unique background allows him to integrate the product into the client’s strategic and operational needs.
By working closely with clients and their advisors, WIA provides comprehensive, needs-based solutions. Tony and his team can provide a no-cost review of insurance needs which may change due to changed circumstances, changes in tax and other laws, performance not to expectation and product innovations. Please keep WIA in mind for all your insurance needs and in referring to clients.
Please visit http://www.withum.com/wia for more information about our insurance services, and feel free to reach out to your Withum partner with any questions.