At Wheeler & Taylor, we understand your unique financial needs and apply our expertise to help you protect, grow, and preserve your wealth. We know exactly what you need and why you need it. Our team works alongside you to understand not just your exposures and insurance requirements, but your goals — what you’re building, where you’re headed, and what you want to protect along the way.

Founded in 1871, Wheeler & Taylor is one of America’s oldest continuously operated financial companies. We have stood with our clients through world wars, the Great Depression, and countless market shifts, remaining a stable, dependable partner in every era. With a history that spans insurance, real estate brokerage, and banking, we’re now forging ahead on the leading edge of risk management, insurance, and asset-management solutions.

While our roots are in Western Massachusetts, our reach extends nationwide. From across the United States to internationally, no matter whether your risk is in California, Florida, or the south of France, our team provides expert guidance wherever you are. Through strong organic growth and strategic acquisitions, while we don’t release our financial statements, Wheeler & Taylor is ranked among the Top 100 Largest Property & Casualty insurance agencies in the United States.*

With unmatched expertise, global reach, and tailored strategies, we focus on the complex needs of high-net-worth clients — providing the scale to manage sophisticated risks while giving the personal attention that others overlook. Big enough to handle complex global risks, yet small enough to care about every client personally