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. 

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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.

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What’s your wealth story?

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.

July 24, 2024 at 11:00 am CT | Virtual

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State of the Markets

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.

October 23, 2024 at 11:00 am CT | Virtual

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State of the Markets

Featured Insights

Wealth Services

Weekly Market Update

Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in.

July 15, 2024

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Wealth Services

Paying Off Debt? Start Here

Part of prudently managing debt is making sure you have a plan to repay what you borrow. Of course, any plan starts with a solid grasp of your budget and a full emergency fund! While it may seem counterproductive to begin with saving before paying down debt, let’s discuss why these two planks make the best foundation.

July 11, 2024

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Wealth Services

Monthly Market and Economic Update - June 2024

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

July 9, 2024

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Wealth Services

Weekly Market Update

Stocks steadily advanced over the holiday week thanks to strength in mega-cap tech issues and encouraging jobs data.

July 8, 2024

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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.