Menu
Login

We’ve cleared the path.
You Blaze the Trail.

Dempsey Companies works with top advisors in the Family Business and Estate Planning space to expand revenue while delivering increased returns and substantial savings for their clients.

Learn How

Services
Beyond Expectation:

Through strategic relationships with industry giants, Dempsey Companies is able to support your efforts from start to finish, delivering wins for you and your client every step of the way.

 
Home
Home

Family Business

From business valuations to key person asset protection, Dempsey?s team can assist in finding leading-edge solutions to our clients? successful business.
 
Safe
Safe

Wealth Preservation

Our deep understanding of the complex nature of estate planning for wealthy families combined with our relationships in the marketplace allows us to give advisors everything they need to create winning strategies for their clients.
 
Safe
Safe

Business Planning

Your clients depend on your guidance to design efficient wealth transfer strategies. As an advocate for both you and your client, our team has a remarkable track record of success in saving families millions through our thorough research and analysis of their transfer planning.
 
Safe
Safe

Growing Your Practice

Top advisors have worked and stayed with us for over 20 years. There is a reason for that. We grow revenues in the family business market and create new opportunities year over year. In a sea of competition, Dempsey aims to keep you on the crest of the wave.

We’re here to help advisors navigate complex risk.

let's discuss your case

Who we serve

Dempsey Companies strategically partners with wealth managers, benefit specialists, and insurance advisors through our considerable expertise and closely-held industry relationships.

Sales Concepts

Our dynamic team?s demonstrated expertise is the secret to providing your high net-worth clients the asset and earnings protection they deserve.

Testimonials

“We have worked with The Dempsey Companies for more than 15 years. We know we will find solutions to navigate our insurance needs, and know we will have a responsive group, who does what they say they are going to do.”

- Bill M.

?You all are awesome !  Thank you for all you do to grow my practice.?

- Chris S.

?Because of the intellectual capital of the Dempsey team, we were able to save the client more than $100,000 of premium outlay. And this is not an isolated case.?

- Jim A.

?We have worked with other firms, but came back to Dempsey. The firm has opened markets for us which led to a mid-six figure increase in our firm?s revenues.?

- Michael B.

Dempsey Financial Network, member FINRA, offers Variable Life Insurance, through independent representation agreements,
as wholesalers, with multiple insurance companies.
The Dempsey Companies is comprised of Dempsey Associates and Dempsey Financial Network.