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

Featured Insights

Wealth Services

Weekly Market Update

Stocks posted modest gains last week, with quarterly earnings season in full swing and the election on the horizon.

October 21, 2024

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Wealth Services

Avoiding Self-Sabotage in Investing

Discover how emotions like fear, greed, and overconfidence can impact your investment decisions and learn ways to overcome them.

October 17, 2024

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Wealth Services

Weekly Market Update

Stocks advanced last week despite mixed inflation data, lurching oil prices, and lingering anxiety about the Middle East.

October 15, 2024

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Wealth Services

Job Transition? Here’s What You Can Do with Your 401(k)

Have you changed jobs recently? Discover four key options for managing your 401(k) that may impact your long-term financial goals.

October 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.