Business Details
45 Years
experience
Trusted Insurance & Financial Solutions | The Partners Group
The Partners Group has been a trusted leader in insurance, consulting, and financial services since 1981. Founded in the Pacific Northwest, we combine deep industry expertise with a client-centric approach to deliver tailored solutions for individuals and businesses nationwide. Our employee-owned structure reflects our commitment to community impact, evidenced by our #Give30 campaign targeting $30 million in community investments and employee profit-sharing by 2030.With over 200 employees and recognition as one of the top 100 largest insurance brokerage firms in the US, we leverage our market influence to secure competitive terms while maintaining our locally operated heritage. Our core values - Play Well With Others, Be Curious, Be a Champion, Own It, Have Fun, and Live Well - guide every client interaction and strategic decision.
Services
Employee Benefits
Commercial Insurance
Wealth Management
Personal Insurance
Medical Liability
Risk Analytics
Executive Benefits
Financial Planning
Claims Advocacy
Data-Driven Insurance
Details
- Year established: 1981
Highlights and features
- We've specialized in insurance and financial services since 1981 with nationwide reach
- Our employee ownership model aligns with long-term client interests
- Integrated services combine insurance, benefits, and wealth management expertise
- Recognized as top 100 US insurance brokerage with Pacific Northwest roots
- Community-focused #Give30 campaign demonstrates social responsibility commitment
Services
Employee Benefits
We design comprehensive employee benefits packages that align with organizational goals while attracting top talent. Our services include traditional plan offerings, self-funded designs, and full financial reporting packages. With access to unique healthcare solutions outside traditional markets, we help businesses optimize benefits while controlling costs through data analytics and alternative funding strategies.
Wealth Management
As one of the Northwest's largest independent Registered Investment Advisors, we create customized wealth strategies for individuals and businesses. Our fiduciary approach focuses on tax-efficient investing, retirement planning, and executive benefits solutions. Our team of CFPs and investment specialists delivers personalized financial plans that evolve with clients' changing needs and life stages.
Commercial Insurance
We provide tailored commercial insurance programs that balance risk management with cost efficiency. Our industry specialists evaluate business operations to create customized coverage solutions, leveraging strong carrier relationships to secure favorable terms. Services include policy audits, coverage gap analysis, and claims advocacy to protect organizational assets.
Medical Liability
As the Pacific Northwest's leading medical professional liability insurer, we offer comprehensive coverage solutions for healthcare providers. With deep industry expertise dating to our founding as the Oregon Medical Association's endorsed agent, we provide risk management resources and stable insurance products tailored to evolving healthcare challenges.
Data Analytics
Our data-driven risk management services help businesses identify potential issues before they become problems. By analyzing trends and developing predictive models, we enable proactive decision-making that reduces losses and improves operational efficiency. This analytical approach supports customized insurance solutions that match each organization's unique risk profile.
People
Rod Cruickshank
Executive Chairman
Co-founder with 35+ years in benefits brokerage, established C2 Solutions and TPG Foundation. Former CEO transitioning to board leadership in 2023.
Brad Nantz
CEO
Insurance industry veteran since 1985, former VP at The Standard. Appointed CEO in 2023 after leading key divisions including Wealth Management.
Sarah Friend
President
20-year TPG leader with prior health plan experience. Promoted to President in 2023 after managing benefits and analytics departments.
Jake Shafer
Chief Financial Officer
Finance leader since 2005 with MBA in finance. Oversees financial operations and growth strategy for the Pacific Northwest-based firm.
Craig Pankow
Regional Market President
30-year insurance veteran with risk management expertise. Co-founder of cancer patient support foundation and property/casualty division leader.
Questions
What services does The Partners Group offer?
We provide employee benefits consulting, commercial insurance, wealth management, personal insurance, medical liability coverage, data analytics, and risk management solutions.
How is The Partners Group different from other insurance firms?
As employee-owned specialists since 1981, we combine national resources with local decision-making and prioritize community impact through our #Give30 initiative.
Do you serve clients outside the Pacific Northwest?
While founded in the Northwest, we serve clients nationwide through our expanded offices in Idaho, Arizona, and Washington state locations.
What is The Partners Group's approach to financial planning?
Our fiduciary wealth management team creates personalized strategies focusing on tax efficiency, retirement planning, and executive benefits for long-term financial security.
How does TPG support community development?
Through our #Give30 campaign targeting $30 million in community investments by 2030 and the TPG Foundation's charitable initiatives supporting education and wellness programs.
Can individuals access insurance services directly?
Yes, our personal insurance team provides direct services for home, auto, life, and specialty coverage needs with customized solutions for unique assets.
Videos
