A Baldwin Risk Partner
Contact Us (714) 505-7000

Private Risk Management

Protect the Life You Love

Because you’ve worked hard to get there.

Your Family, Home, and Passions

The Private Risk experts at Burnham WGB Insurance Solutions concentrate on helping successful individuals and families protect themselves against the unthinkable. Because we have helped so many clients with unique and exceptional private risk management, we understand how to structure the most comprehensive protection at a competitive premium. We represent the top carriers in the industry; carriers that understand and specialize in this complex market for personal insurance.

Elite Services

You can expect more from Burnham WGB’s Private Client Services team. More insight. More risk management. More expertise.

 High profile individuals and families
 Nationwide and international capabilities
 Family office
 Wildfire mitigation and protection*
 Burglary and robbery prevention consulting*
 Complimentary background checks on staff
 Resources for collection management*
 Reputation defense/crisis management*
 Infrared water leak home scan*

* Available at certain policy levels

Lines of Coverage

Highly valued homes and estates
Personal excess liability (up to $100MM)
Auto: luxury, exotic and collector
Private collections: jewelry, fine art, wine
Yacht and watercraft
Investment properties

Course of construction
Cyber security and fraud
Identity fraud
Kidnap and ransom
Directors and officers liability
Employment practices (Domestic staff)

Private Client Testimonials

I am extremely happy that I was introduced to Lisa three years ago and that I decided to have Burnham WGB take care of all my insurance needs. Since that time, the service has been outstanding, fast, and very efficient. I highly recommend them and Lisa’s team to everyone.

Mr. Karan Khanna

Eight years ago we put all our substantial insurance needs with Lisa. Since that time we have been extremely satisfied with the timeliness and quality of her service and that of the insurance company secured for us. Lisa and her team have gone above and beyond our expectations. We highly recommend Lisa for those wanting personalized, responsive, and all inclusive services.

Maureen and David

A few years ago I was unhappy with my insurance company. I contacted Chris Morales at Burnham WGB and selected them as my current company. A few weeks ago we had our Toyota Sequoia vandalized in the amount of $2,600 damage. Chris and his team were understanding of my situation. I greatly appreciated their concern and professionalism. It could have not been better.

Mr. Stevens

I have both been a client and referred clients of mine to Lisa and Burnham WGB. I have never been let down. They know the high-end client, what they want and need, and they deliver. It’s simple, they take care of their clients better than any other insurance broker I have ever used. They take care of my clients and make me look good, all at the same time. Nobody better in my opinion. Thanks Lisa and team!

Mr. Robert Pfeif | President, PFEIF Residential Group

Meet Your Private Risk Advisors

Lisa Doherty

Partner/Director of Private Client Services

Lupe Erwin


Nikki Brown

Senior Client Executive

Chris Morales

Certified Advisor of Personal Insurance

Don Guitterez

Senior Advisor

Let’s Discuss Your Private Risk

We’re ready when you are. Get in touch and a Certified Private Risk Advisor is prepared to discuss the issues you’re facing, ask a few questions to get the full picture, and make a plan to follow up.

Private Client Contact Form
What personal lines of coverage are you interest in?
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Terms & Conditions