Our wealth management practice focuses on an integrated approach to managing your wealth through financial planning, estate planning and investment management. When it comes to personal finances, you and your family have both immediate needs and dreams for the future. You have worked hard to build your wealth. Now the challenge is to make it work for you so that you can accomplish goals such as retiring on your timeline, sending children/grandchildren to college, anticipating long term care, or protecting your family over multiple generations.
Our Approach to Wealth Management
Our financial advisors strive to anticipate and address each client’s unique financial needs, providing wealth management guidance for long-term financial success. Our implementation model helps our advisors gain a thorough understanding of each client’s financial situation, time horizon, goals, objectives and tolerance for risk. We also learn about their personal lifestyle, business culture, family needs and desired charitable legacies in order to help you achieve your financial goals.
- Care and attention to detail is critical during the initial information and goal setting process
- Analysis and critical thinking ensure our recommendations will help you to reach your goals
- Ongoing monitoring and regular plan review sessions ensure your success over time
Our Services and Capabilities
Alera Group has deep, proven skills in the following areas:
- Financial Planning
- Retirement Planning
- Estate Planning
- Investment Management
- Brokerage Services
- Risk Management
- Personal Insurance
Alera Group also has the resources to provide:
- Customized online client portal
- Online financial education materials
- Live and recorded webinars
- Quarterly financial newsletter
- Monthly economic analysis
Contact us at corporate headquarters or find a local Alera Group firm to address your Wealth Management needs.
Certain individuals associated with GCG Financial, LLC offer investment advisory services through Alera Investment Advisors, LLC; and are registered to offer securities through Triad Advisors, LLC, Member FINRA/SIPC. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck.
Alera Group, Inc. and Alera Investment Advisors, LLC are not affiliated with Triad Advisors, LLC.
GCG Financial, LLC, Three Parkway North, Suite 500, Deerfield, IL, (847) 457-3000.