Asset Protection Services

Not Just Insurance — A Smarter Way to Safeguard What You’ve Built

At Sound Risk Management, we don’t start with policies — we start with perspective. Our job is to understand what you have to lose, then help you build the right layers of protection around it. Sometimes that means insurance. Other times, it’s smarter security, better planning, or entirely different solutions.

We approach asset protection through a holistic lens — one that sees beyond premiums and policies, and focuses on real-world risk.

For Businesses

Guard Your Operations, Assets, and Reputation

Whether you're a contractor, property manager, retailer, or professional services firm, your business has assets worth protecting — and not all of them are covered by insurance. We help business owners reduce risk across the board:

• Operational Risk Reviews – We evaluate your business processes, vendor exposure, and physical sites to spot vulnerabilities.

• Cyber & IT Security Assessments – Your customer data and business systems are targets. We help you lock them down.

• Surveillance & Property Security – We advise on alarm systems, video monitoring, access control, and more.

• High-Value Equipment or Inventory – We ensure proper documentation, scheduling, and security planning.

• Contract Review & Legal Risk – We help you understand the liability you’re assuming in client contracts or lease agreements.

We’re your outsourced risk department — thinking steps ahead, so you don’t have to.

For Individuals & Families

Protect the Legacy You’ve Worked Hard to Build

High-value homes. Custom jewelry. Collectible vehicles. Fine art. Retirement savings. If you’ve accumulated wealth, you’ve also accumulated risk. We help individuals protect what matters — in ways traditional insurance agents overlook:

• Asset Inventory & Documentation – Know exactly what you have and how it’s covered — or not.

• Customized Insurance Planning – For unique or irreplaceable items like art, collectibles, or heirlooms.

• Cyber & Identity Protection – Prevent financial fraud, digital theft, and breaches of your personal information.

• Home Security & Surveillance – Evaluate vulnerabilities and recommend systems tailored to your lifestyle.

• Legacy Protection – We work alongside your legal and financial advisors to help protect your estate and ensure generational continuity.

It’s not just about covering loss — it’s about preventing it in the first place.

A Network of Experts — Working for You

Many of these services are delivered through trusted third-party professionals — cybersecurity firms, security consultants, valuation experts, estate attorneys, and more. We work hand-in-hand with them to ensure every layer of your protection plan is coordinated and cohesive. You don’t have to manage multiple vendors — we do it for you.

One team. One plan. Total protection.