Wealth Services

You have assets to grow … and also to preserve. Whether your focus is your family or your business, you deserve the confidence that comes from technical knowledge and personalized attention. It's not just about having one professional; it's about having the right specialist for every facet of your financial journey. That's what we're built for. Discover the Alera Group difference.

The Alera Group Difference

Clarity Despite Complexity

We develop and communicate financial strategies into clear, actionable plans so you can make informed decisions.

Confidence Through Specialization

We are a network of specialists working collaboratively to ensure that even the most intricate needs are matched with devoted strategies.

Grow… And Also Protect

We don’t leave you to wander through insurance-based solutions without the benefit of wealth knowledge. Our integrated approach is built for scenarios from the straightforward to complex.

What’s your wealth story?

Solutions for individuals & families

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Solutions for business owners, non-profits and foundations

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Comprehensive Wealth Solutions

Plan for the future, solve problems, achieve objectives—for your family or your business.

Wealth Management

Investment Management

Financial Planning

Retirement Planning

Legacy and Estate Planning

College Funding

Charitable Giving

Wealth Protection and Transfer

Life Insurance for Tax and Estate Planning

Life Insurance

Private Placement Life Insurance

Disability Insurance

Long-Term Care Insurance

Life Settlements

Business Wealth Solutions

Supplemental Executive Benefits

Continuity and Succession Planning

Key Person Life Insurance

Split-Dollar Funding

Deferred Compensation Plans

Restrictive Executive Bonus Plans

Events and Webinars

Wealth Services

State of the Markets

Join us as we unveil the factors that drive the nation's financial pulse and how they may impact your personal finances.

January 22, 2025 at 12:00 pm CT | Virtual

Wealth Services

State of the Markets

Join us as we unveil the factors that drive the nation's financial pulse and how they may impact your personal finances.

April 23, 2025 at 12:00 pm CT | Virtual

Wealth Services

State of the Markets

Join us as we unveil the factors that drive the nation's financial pulse and how they may impact your personal finances.

July 23, 2025 at 12:00 pm CT | Virtual

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Featured Insights

Wealth Services

Why a Financial Plan Matters

A financial plan is more than just numbers—it’s a personalized roadmap to help balance your current needs with future goals. Discover how a thoughtful plan can provide clarity, reduce financial stress, and guide you through life’s uncertainties with confidence.

December 17, 2024

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Wealth Services

Weekly Market Update

Stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data.

December 16, 2024

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Wealth Services

Three Steps to Get Ready for Your Review

Preparing for a financial review as the new year approaches? Discover three simple steps to organize your budget, tax information, and future plans to make your next meeting more productive.

December 10, 2024

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Wealth Services

Monthly Market and Economic Update - November 2024

Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.

December 9, 2024

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Contact Us

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Certain individuals associated with Alera Group are registered to offer investment advisory services and/or offer securities. Additional information on Alera Group's affiliates can be found by following the firm’s link on the locations page . Find more information on individuals registered with FINRA on FINRA's BrokerCheck.