OUR STORY
Behind every plan,
someone matters.
A family. A practice. A business built over decades. The reason for protection is always personal.
Mike Giongo’s work with physicians, healthcare leaders, business owners and affluent families has brought him into conversations where professional success and personal responsibility meet. A practice transition can change a family’s plans. A partner’s departure can test a business. An old policy may no longer reflect the life it was meant to protect.
Experience, brought together.
ERX Wealth, LLC approaches insurance and risk management through those connections: what you have built, who depends on it, and how existing arrangements fit your responsibilities today.
That means reviewing protection in context, considering how protection decisions relate to one another, and coordinating insurance questions with the attorneys, CPAs and other advisers responsible for their disciplines.
The human dimension.
Beyond the policies and planning are the lives they touch. That belief shapes the attention we bring to the work—and the responsibility we feel toward the people behind it.
ERX Wealth, LLC provides the insurance services described on this site. Legal, tax and investment advice remain with appropriately qualified professionals.