Private Client Group

Insurance for a life well built.

Novak Platinum 1 is a national private-client insurance group — protecting homes, businesses, real estate portfolios, collections, and liability. Built on the discretion and capability today's high-net-worth families expect.

4
Offices, coast to coast — Cleveland, Cincinnati, Naples, & Los Angeles
70+
Years protecting families and the assets they've built
1
Dedicated advisor and team

A private group, centered around you.


Most agencies sell policies. We build a program around your life — the primary residence and the second home, the cars and the boat, the art on the walls, the business behind all of it, and the liability that comes with a public life. The company you built and the family you built it for aren’t separate risks, so we don’t place them that way. One team, one program, and no gaps between the pieces.

National reach

Where we are.

Ohio · HQ

Cleveland

The home office. Where three generations of Novak clients are served.

Midwest

Cincinnati

Serving families and businesses across Ohio and the greater Midwest.

Southeast

Naples

Coastal and second‑home coverage across Florida and the Gulf.

West Coast

Los Angeles

High‑value homes, collections, and personal liability in Southern California.

What we protect

Coverage, considered.

01

Homes & Estates

Primary, seasonal, and under‑construction residences.

02

Auto & Collections

Daily drivers, classics, and exotics under one program.

03

Watercraft & Aviation

Yachts, boats, and private aircraft.

04

Fine Art & Valuables

Art, jewelry, wine, and scheduled collections.

05

Umbrella & Liability

Excess liability sized to a public life.

06

Family & Business

Family office, staff, and closely‑held ventures.

The service model

White‑glove, by default.

  • 01

    A dedicated advisor

    One point of contact who knows your full picture — not a queue.

  • 02

    Annual coverage review

    We revisit limits, values, and placement every year as your life changes.

  • 03

    Claims advocacy

    When losses arise, we manage the carrier so you don't have to.

  • 04

    Discretion

    Private by design. Your information stays between us.

Novak Platinum 1

Placed with the best.

We represent the carriers built for high‑net‑worth families — chosen for coverage and claims, not price.
A selection of our carriers
Our people

One team, at your service.

Novak and Platinum 1, together — the advisors and service team behind every private‑client relationship.

JD

Joseph Daniels

President, Novak Platinum1
MS

Marc Schwarz

Senior Broker / In-House Counsel
JD

Jessica Daniels

Producer
JG

Jordan Glueck

Producer
JC

Jeff Cohen

Producer
CN

Craig Novak

Producer
TW

Tommy Walland

VP, Operations
PA

Paul Aguilar

Personal Lines
BG

Brielle Goldberg

Personal Lines
MP

Matt Powers

Personal Lines
KR

Karlie Recinos

Commercial Lines
JK

Jonah Klaasen

Commercial Lines
BB

Bella Balajadia

Accounting
RR

Robert Romick

Personal Lines Manager
DC

Devan Colabianchi

Personal Lines
SA

Samantha Arancibia

Personal Lines
MN

Marianne Newsome

Personal Lines
RD

Robert Daniels

Founder Platinum 1

Meet the Novak team →

What clients say
You want fire insurance and can’t get it done? Look no further — Joey has been my go‑to for two years and makes it happen without fail, every time.
Ben Bacal Founder, Revel Real Estate & Rila.io
Joey and Platinum 1 have continually delivered regardless of the situation for me and my clients. He’s my go‑to for every real estate transaction, and handles all of my insurance needs with the highest level of care and professionalism.
Stephen Sweeny President, SGS Estates
Joey is a deal saver. I’ve had deals contingent upon fire insurance and he’s always given me unbeatable quotes. There’s no one else in the city to work with but Platinum 1.
Drew Meyers Partner, Westside Estate Agency
Being in the insurance business, I know first‑hand the role a broker plays in keeping you covered. There’s no one other than Marc, Joseph and Platinum 1 that I would trust with my family or my business.
Lee Mendelson, Esq. President, Mendelson Law Group, APC
I will never refer anyone else to insure the valuable assets of those I care about other than Platinum 1. Truly in a league of their own.
Jacob Greene Partner, The Altman Brothers
The team at Platinum 1 has consistently proven over the years to be knowledgeable, reliable, and a partner my company values highly.
Shuki Rubin CEO, Stoneland USA
Joseph and the Platinum 1 team are an absolute pleasure to work with.
Michael Horowitz Business Manager, Wheel Concepts Industries
She is extremely knowledgeable, easy to work with, and very responsive.
Megan Selesky Agent, Riccio Real Estate Team
Become a client

Let's protect what you've built.

Tell us a little about what you own and how to reach you. A Platinum 1 advisor will follow up personally — discreet, and no obligation.

  • A dedicated advisor
  • Placed with the leading high‑net‑worth carriers
  • White‑glove service, from first quote to claim
WHAT WOULD YOU LIKE TO PROTECT?