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.

July 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.

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

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Featured Insights

Wealth Services

Protecting Your Business from the Loss of a Key Person

The unexpected loss of a key team member can disrupt operations and impact your bottom line. Explore how key person insurance can help your business stay resilient and maintain continuity during a critical transition.

May 20, 2025

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Wealth Services

Weekly Market Update

Stocks roared higher last week, powered by upbeat trade news and tame inflation reports.

May 19, 2025

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Wealth Services

The Practical Value of Insuring Against Life’s Risks

Unexpected events can derail even the best-laid financial plans, yet many people remain underinsured. This article explores how the right coverage can help protect your income and support your long-term goals.

May 16, 2025

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Wealth Services

Monthly Market and Economic Update - April 2025

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

May 7, 2025

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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.