For more than 40 years, The Coyle Company has remained independently owned and a trusted partner to our clients. Our successful leadership transition ensures continuity for the future. Clients choose us for our attentive approach, creative solutions, and ongoing service and administration after implementation. Because we are independent, we work with all major life insurance companies—providing objective recommendations and access to a broad range of products tailored to our clients’ needs. Supported by a robust succession plan, our long-term relationships deliver lasting value and financial clarity.
The firm is established with a focus on sophisticated life insurance and advanced planning strategies.
The firm transitions exclusively to serving the needs of ultra-high-net-worth clients.
Development of a proprietary system to support complex client planning and long-term relationship management.
The firm forms its partnership structure. Ken Foraste becomes Partner.
Ken Foraste assumes the role of Chief Executive Officer. Joel Desjardins is named Partner.
David and Janet Coyle retire after decades of leadership and impact on the firm.
Sarah Moore becomes Partner.
Greg O'Connell and Caroline McKay become Partners.
Our deep understanding of sophisticated products, compliance, and tax matters allows us to deliver tailored, innovative solutions that address the needs of our clients.
Clients enjoy the benefits of working with our team of experienced specialists who address complex advanced planning needs and provide timely, clear guidance at every stage.
As an independent firm, we provide objective access to leading life insurance companies and solutions tailored to each client’s needs—delivering discretion, professionalism, and personalized attention in every relationship.
Professionalism is at the heart of everything we do, guided by a deep commitment to honesty, integrity, and earning the trust of those we serve.
We follow a conservative yet sophisticated planning approach designed to reduce risk while achieving the strongest possible outcomes.
We zealously guard your privacy in all industry and community dealings. Our clients are prominent individuals, families, and business leaders, who have full confidence in our discretion.
We intentionally limit the number of new client relationships we take on, allowing us to provide the time, attention, and service our clients expect and deserve.