Business Details
20 Years
experience
Custom Insurance Solutions for Businesses
At Walsh Carter & Associates, we prioritize building long-term relationships with our clients to deliver tailored insurance solutions. Our team combines boutique consultancy service with the resources of a full-service brokerage, ensuring personalized attention and comprehensive coverage. With over two decades of experience in property & casualty insurance, estate planning, and employee benefits, we specialize in crafting innovative strategies that meet the unique needs of each business. Our principals bring extensive industry expertise from firms like Northwestern Mutual and the Visual Media Alliance, leveraging deep carrier connections to secure optimal value for clients.We focus on strategic consulting, technology integration, and long-term risk management, serving industries ranging from print and creative businesses to solar energy. Our commitment to excellence is reflected in our partnerships with top-rated insurance carriers and our dedication to client education through resources like the National Flood Insurance Program and CA Department of Insurance. As active community leaders, we maintain board memberships with organizations like the Juvenile Diabetes Research Fund, reinforcing our dedication to both professional and civic excellence.
Services
Property & Casualty Insurance
Employee Benefits
Solar Insurance
Surety Bonds
Details
- Year established: 2006
Highlights and features
- We offer 25+ years of experience in property & casualty insurance and estate planning.
- Our team includes former Northwestern Mutual professionals with proven industry expertise.
- We provide tailored solutions through partnerships with top-rated national insurance carriers.
- Our client relationship team leverages 23+ years of carrier connections for better value.
- We combine boutique service with full-service brokerage resources for comprehensive support.
Services
Property & Casualty Insurance
We provide comprehensive property & casualty insurance solutions tailored to business needs. Our experts help clients navigate complex coverage options, ensuring protection against risks like property damage, liability claims, and business interruptions. With strategic partnerships with top-rated carriers, we secure policies that balance cost-effectiveness with robust coverage for long-term security.
Employee Benefits
Our employee benefits consulting helps businesses attract and retain talent through competitive benefit packages. We design customized health, retirement, and wellness programs that align with company goals while ensuring compliance with regulatory requirements. By leveraging industry relationships, we negotiate favorable terms that enhance employee satisfaction without compromising employer affordability.
Solar Insurance
We offer specialized insurance for solar energy installations, including equipment protection and income replacement during outages. Our policies integrate with Extended Business Income Protection to safeguard revenue streams from solar assets. This coverage addresses unique risks like panel damage, system failures, and weather-related disruptions for commercial solar operations.
Surety Bonds
Our surety bond services help contractors secure projects by providing financial guarantees to clients. We offer bid bonds, performance bonds, and payment bonds tailored to construction and service contracts. These bonds ensure project completion and payment compliance, giving contractors credibility while protecting clients against financial loss from unfulfilled obligations.
People
Brendan Walsh
Principal
Brendan founded Walsh Carter in 2006 after 13 years at Northwestern Mutual specializing in estate planning. With 25+ years in property & casualty insurance, he holds a USF degree and previously led the Irish Cultural Center. His expertise ensures clients receive strategic, long-term risk management solutions.
Greg Yu
Principal, Chief Financial Officer
Greg co-founded Walsh Carter and oversees financial operations. With 20+ years in insurance, he previously qualified for the Million Dollar Round Table at Northwestern Mutual. Holding a CSU-Chico degree, he ensures fiscal stability while maintaining the firm's commitment to personalized service and client-focused innovation.
Jim Riley
Principal
Jim joined Walsh Carter in 2012 after 23 years with the Visual Media Alliance. He leads client relations, leveraging industry connections to deliver value. With a USC degree, he specializes in property & casualty solutions for creative industries, ensuring tailored coverage that aligns with clients' operational and financial goals.
Questions
What types of insurance do you specialize in?
We specialize in property & casualty insurance, employee benefits, solar energy coverage, and surety bonds for businesses across industries.
How do you tailor insurance solutions to specific businesses?
We analyze each client's unique risks and goals through strategic consultations, then leverage carrier relationships to create customized coverage plans.
Do you work with renewable energy companies?
Yes, we offer specialized solar insurance with extended business income protection for commercial solar installations.
What experience do your team members have?
Our principals have 20-25 years in insurance, including roles at Northwestern Mutual and the Visual Media Alliance, with expertise in estate planning and industry-specific risk management.
How do you help contractors secure projects?
We provide surety bonds that guarantee project completion and payment compliance, enhancing contractors' credibility with clients.
