GoodWorks Financial Companies
Litchfield Capital Management
Founded in 2002 by Chad Yonker, Litchfield Capital Management began its life as a long/short equity hedge fund specialized in the financial services space of the market. Excellent returns led to fast growth, and by 2005 LCM was one of the largest global hedge funds specializing in financial stocks. Compounding net returns to its investors in excess of 14% annually from 2002 through the 2008-09 financial crisis—a period of time in which the S&P Financials index lost nearly 50% of its value - LCM began to expand into venture capital and private equity investments starting in 2006. Since 2010, Litchfield Capital has focused exclusively on managing private equity and venture capital opportunities and investments with control stakes, primarily in the financial services and real estate sectors.
Wheeler & Taylor Insurance
Established in 1871, Wheeler & Taylor, Inc. is one of the oldest continuously operated financial institutions in the United States. Its long and storied history includes insurance, banking, real estate development, real estate brokerage and asset management. Today, Wheeler & Taylor Insurance is one of the largest privately owned insurance agencies based in the Northeast, serving its national and international clientele from numerous locations throughout the U.S. including Massachusetts, Connecticut, California, Florida, Nevada, New York and New Jersey.
+
At Wheeler & Taylor we are committed to the highest levels of excellence and professionalism in the services we offer our customers. Our business philosophy calls for every employee to focus on our customers and be responsive to their needs. We devote careful attention and detail to providing the most knowledgeable expertise, advice, and friendly, resourceful service available in the industry.
Our commercial insurance and employee benefits divisions work with clients that range from sole-proprietorships to multi-national corporations with thousands of employees. Particular expertise resides in fields of financial institutions, manufacturers, transportation and fuel delivery, non-profits, as well as brewers, distillers and cannabis operations.
Wheeler & Taylor's High Net Worth (HNW) insurance division has also carved out a fast growing niche on a national and international scale. Led by the dedicated HNW personal insurance experts in our Private Client Group, we bring detailed and complete analysis and management of personal risk portfolios to a new level of sophistication. Working with every top insurance carrier that operates in the HNW space, along with the capability to develop bespoke insurance programs in the Lloyds of London market for unusual risks, Wheeler & Taylor's HNW team has what it takes to deliver the pesonalized, dedicated expertise and service that you need and should expect from your HNW broker.
Wheeler & Taylor is known throughout the community by our active leadership in numerous civic and community activities, and support of community services in the places we work and live, as is the hallmark of all GoodWorks Financial companies.
Wheeler & Taylor realty Company, Inc.
Wheeler & Taylor Realty is an independent real estate broker operating in Western Massachussets. We are committed to the highest levels of excellence and professionalism in the services we offer our customers.
+
Wheeler & Taylor Realty Company has been serving Berkshire County and Western Massachusetts since 1871, while our newly acquired ISGOOD Real Estate division has been serving the same region since 1948. Our offices in Berkshire County, Massachusetts handle a wide selection of country homes, vacation properties, large estates, commercial properties, undeveloped land, and waterfront properties. We are here for you when you need us - Berkshire County's trusted real estate advisors and brokers for nearly 150 years!
Albert B. Allen Insurance
Established in Greenfield, Massachusetts in 1925, Albert B. Allen Insurance will be enjoying its 100th year in business in 2025. Serving the needs of its clients in Franklin County, Hampshire County and beyond, ABA became the newest member of the GoodWorks Financial Group in September of 2023 through its acquisition by Wheeler & Taylor. ABA will continue to serve its customers from its headquarters in Greenfield and will remain locally managed by its former principal Brock Hines. Hines will also take on an expanded role at Wheeler & Taylor as its newly appointed regional manager and Senior Vice President for Franklin County.
Canary Blomstrom Insurance
Based in Agawam Massachusetts, Canary Blomstrom’s team has been serving the Pioneer Valley and beyond since 1989. Managed locally by its former principal Sandy Brodeur, Canary Blomstrom operates as a division of Wheeler & Taylor Insurance.
GoodWorks Insurance
Founded in 2006, GoodWorks Insurance was created as a new, socially engaged model for the insurance industry - one that is specifically designed to work to benefit non-profits and the communities they serve. The mission of “Purpose Beyond Profit” is fulfilled through GoodWorks Community Grants and our dedicated Special Charitable Funds program.
+
Administered by Partner Agencies & Brokers, GoodWorks Insurance offers specially tailored insurance programs specifically designed to accelerate charitable giving to local non-profits that focus on education, healthcare and public safety. We are able to offer programs across the nation in auto, home and business insurance, as well as group health and other benefits insurance - all delivered with world class service.
At GoodWorks Insurance we pride ourselves in being different in our approach to managing your risk and insurance needs and pioneers in making a difference — for our clients and their communities in ways never seen before.
Invictus Underwriters
Invictus Undewriters develops comprehensive and meaningful insurance solutions for jockeys, race tracks and gaming operators as part of the overall success of our firm and for our clients. Our combination of deep industry expertise, vast experience in all aspects of the insurance market place, financial strength, and an innovative program design platform, enables us to offer our clients an unparalleled level of protection and service.
+
Invictus launched its first product, Jockey Accident Solution & Services (J.A.S.S.) in 2022 in partnership with Starr Insurance Companies. Acting as the Managing General Agency, Invictus designed and implemented all aspects of the program, including actuarial, underwriting, licensing/filing as well as go-to-market strategy and distribution.
Invictus Underwriters' Jockey Accident Solution and Services (J.A.S.S.) insurance is available for jockeys through participating thoroughbred racetracks. This insurance provides jockey coverage for medical expenses and disability income (lost wages) if a jockey is injured while at work – similar to what Workers’ Compensation insurance would do for a full-time, paid employee.
Metayer Bonding Associates
Established in 1996, Metayer Bonding Associates is the largest privately owned surety-only agency in the Northeast. Offering surety bonds for construction companies throughout the Northeast, MBA’s experience and reputation in the bonding Industry, along with our strong bond company relationships, allows us to get more accomplished for our clients. We take great pride in the quality of service provided to our clients. Prompt, professional handling of our clients’ needs is the priority and foundation of our company and why we have maintained an annual client retention level of 99%. MBA’s partnership with GoodWorks Financial and its subsidiary companies provides clients with complete insurance solutions to tackle any project.
Mirick insurance
Located in Shelburne Falls, Massachusetts, Mirick Insurance has been serving the communities of Franklin and Hampshire counties for over four decades. Recently acquired by Wheeler & Taylor, Mirick continues to be managed locally by its former principals Patrick and Carol Shippee. Operating as a division of Wheeler & Taylor, Mirick Insurance will continue to operate as a hometown insurance agency, while now offering their customers the products and expertise available from a national company.
Profound Specialty Programs
Our vision with Profound Specialty Programs is purpose driven product creation. A joint venture between GoodWorks Financial and Innovation Insurance Group, Profound Specialty Programs focuses on the development of insurance programs that align with niche opportunities and address the unique risks of our clients. Our first product offering was developed and launched under the Invictus Underwriters brand in 2022.
+
By definition, industry specialization is the act of splitting up processes of work into individual responsibilities that are each handled by the most qualified individuals available. That’s where we come in.
At Profound Specialty Programs, the mission of our industry experts is to develop purposeful insurance programs that fit the specific needs of the niche industries we represent.
Developing comprehensive and meaningful solutions for our industry specialty groups is an important part of the overall success of our firm and our clients. Our combination of deep industry expertise, vast experience in all aspects of the insurance market place, financial strength, and innovative program design platform, enables us to offer our clients an unparalleled level of protection and service.
Thompson & Linscott Insurance
Established in 1925, Thompson & Linscott is a Wheeler & Taylor Insurance company serving the needs of Northern Berkshire County market. Based in Adams, Massachusetts, Thompson & Linscott joined the GoodWorks Financial Group in late 2022. By partnering with Wheeler & Taylor, Thompson & Linscott will continue to offer the hometown service and values they have always provided, but now with the reach and strength of a national firm.
