Welcome to Valeris Risk Partners
Strategic Protection. Trusted Partnership.
Navigating risk requires clarity, foresight, and a partner who puts your interests first. At Valeris, we deliver sophisticated risk management and insurance advisory solutions that protect what matters most — your business, your people, and your legacy.
Risk is complex — we make it clear. Our advisors translate emerging threats, market shifts, and regulatory changes into actionable strategies that strengthen your organization.
No two businesses face the same risks. We design customized insurance programs that align with your goals, exposures, and long-term growth strategy.
From data breaches to evolving cyber threats, we safeguard your digital assets with forward-looking solutions built for today’s connected world.
Independence is our strength. We put your interests first, offering unbiased guidance, transparent communication, and partnership beyond policies.
About Valeris Risk Partners
Built on Expertise. Designed for a New Era of Risk.
Managing risk today requires more than policies — it demands insight, foresight, and a partner who stands firmly on your side. At Valeris Risk Partners, we deliver sophisticated, personalized risk and insurance advisory solutions that help organizations protect their people, assets, and long-term vision
We combine industry intelligence with a client-first philosophy, ensuring every recommendation is tailored, strategic, and rooted in a deep understanding of your business. With Valeris, you gain clarity in complexity and confidence in every decision.
- Strategic guidance grounded in industry-specific expertise
- Customized insurance programs for evolving risks
- Proactive insight to anticipate tomorrow’s challenges
- Transparent, client-first advisory at every step
Alex Morgan
Founder & Managing Partner, Valeris Risk Partners
Our Services
Strategic Risk Management and Insurance Solutions Built Around Your Business
Valeris Risk Partners delivers integrated insurance brokerage and risk advisory services designed to protect organizations, leaders, and complex personal assets.
Commercial Insurance Brokerage
Independent brokerage services delivering tailored insurance programs that align coverage, cost efficiency, and long-term business risk strategy.
Risk Assessment & Advisory
Comprehensive risk evaluations identifying operational, financial, and strategic exposures, supported by actionable recommendations to reduce vulnerabilities.
Enterprise Risk Management
Integrated enterprise risk frameworks designed to align risk governance, controls, and decision-making across complex organizations and portfolios.
Cybersecurity Risk Consulting
Strategic cyber risk consulting addressing data protection, threat preparedness, regulatory exposure, and incident response planning.
Executive & Professional Liability Coverage
Specialized liability solutions protecting executives, boards, and professionals from governance, fiduciary, and decision-related claims.
Business Continuity Planning
Business continuity strategies ensuring operational resilience, recovery readiness, and protection against disruptions impacting people, revenue, and reputation.
Specialized Coverage for High-Net-Worth Individuals
Customized insurance solutions protecting personal assets, complex holdings, and lifestyle risks for high-net-worth individuals and families.
Our Expertise Team
Your Partners in Precision
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Mark Roberts
Lisa Davis
Jonathan Clark
Jennifer Lee
Having Trouble Navigating Today’s Risk Landscape?
Every organization faces uncertainty — from emerging cyber threats to evolving regulatory pressures. At Valeris Risk Partners, we help you cut through the complexity with clear insight, tailored strategies, and protection built around your business.
Industries We Serve
Specialized Risk Solutions for Complex Industries and Organizations
Valeris Risk Partners works with organizations across industries facing elevated risk, regulatory complexity, and the need for customized insurance strategies.
Request a Risk Assessment & Consultation
We’ll get back to you as quickly as possible.
Understanding your risk landscape is essential to protecting your business, people, and assets. Share a few details, and our team will connect with you to provide tailored insight and next-step recommendations.
01. Consultation and Assessment
We begin by understanding your business, exposures, and long-term goals.
- Meet with our advisors to discuss your priorities and emerging risks
- Conduct a detailed assessment of your current coverage and vulnerabilities
02. Customized Strategy Development
Every organization deserves a plan designed specifically for its needs.
- We design a tailored risk and insurance strategy aligned with your objectives
- We outline clear steps and recommended solutions for optimal protection
03. Implementation and Ongoing Support
Execution matters — and so does long-term partnership.
- We negotiate coverage, coordinate placements, and implement your program
- We provide continuous monitoring and advisory to adapt as risks evolve
Precision in Financial Steps
We follow a clear, strategic process designed to identify your risks, tailor the right solutions, and support your business at every stage.
Hear What Our Clients Say
Trusted by Leaders, Proven by Results
rganizations across industries rely on Valeris for strategic protection, tailored insight, and long-term partnership. Our work is rooted in clarity, expertise, and measurable impact.
Valeris brought clarity to our complex risk landscape. Their strategic guidance reshaped how we protect our business. Exceptional partnership.
Our Blog
Latest Expert Perspectives on Risk, Insurance, and Strategy
Stay informed with expert insights, industry trends, and the latest updates from Valeris Risk Partners
Business Continuity in an Age of Disruption: How Companies Can Stay Operational When It Matters Most
The ability to remain operational during crisis events is one of the strongest predictors of long-term business survival. Yet many organizations still underestimate how quickly disruptions can cascade across operations — from cyberattacks and power outages to supply-chain failures and natural disasters. Business continuity planning (BCP) is no longer something reserved for highly regulated industries;…
