Strategies for Business Owners, Non-Profits and Foundations

Strategies for Business Owners

The caliber of wealth services your business requires can be achieved only when specialized know-how is paired with a deep understanding of your unique business needs. You need people who understand you … and who bring experience to the table. 

Alera Group Wealth Services is a network of offices across the U.S., serving businesses nationwide. Each of our professionals specializes in specific aspects of wealth services, collaborating with colleagues to forge truly comprehensive strategies for you.


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Wealth Management

Investment Management

Applying a client-centric approach to craft portfolios that align with your financial goals, accommodating a range of investment sizes.

Legacy and Estate Planning

Helping to plan and implement strategies designed to safeguard your wealth to avoid unnecessary taxes, supporting a smooth transition to the next generation.

Financial Planning

Crafting personalized financial roadmaps that not only match your short-term needs but also consider your long-term financial health and prosperity.

College Funding

Offering tailored strategies to make educational savings more effective, aiming for a bright future for your children without compromising your financial well-being.

Retirement Planning

Navigating complexities such as asset allocation, Social Security benefits and withdrawal strategies in an effort to support a secure and comfortable retirement. 

Charitable Giving

Optimize your philanthropic contributions by structuring donations to maximize impact and potential tax benefits.

Wealth Protection and Transfer

Life Insurance for Tax and Estate Planning

Specializing in the strategic use of life insurance for smoother wealth transfer, estate liquidity and tax optimization.

Disability Insurance

Offering income protection solutions against unforeseen disability, ensuring that you can maintain your lifestyle and meet financial obligations.

Life Insurance

Providing policies to protect against potentially devastating financial loss.

Long-Term Care Insurance

Providing coverage that can help lessen financial burdens, preserving both your wealth and quality of life.

Private Placement Life Insurance

Combines asset management and life insurance, specifically designed for high-net-worth individuals seeking a holistic solution.

Life Settlements

Enabling you to trade existing life insurance policies for immediate liquidity, providing financial flexibility when you need it most.

Business Wealth Solutions

Supplemental Executive Benefits

Enhancing your ability to attract and retain top-tier talent with customized additional benefits that distinguish you in the competitive talent market.

Split-Dollar Funding

Offering a balanced dual-benefit Life Insurance strategy that simultaneously serves the financial interests of your company and its executives.

Continuity and Succession Planning

Streamlining the process to ensure a seamless transition and long-term stability, tailored to the specific needs and dynamics of your business.

Deferred Compensation Plans

Providing tax-efficient income deferral options to enhance your executives’ financial futures while strengthening their commitment to your organization.

Key Person Life Insurance

Mitigating the operational and financial risks associated with the loss of key personnel, ensuring that your business remains resilient and profitable.

Restrictive Executive Bonus Plans

Aligning executive performance with business goals through customized, performance-based incentives that motivate and reward top-tier work.

Our Offices

In our unique model, you're assured of in-house assistance designed to help you meet your financial goals—including both asset management and preservation strategies. Unlike other firms, we don't leave our clients to fend for themselves in the intricate landscape of wealth services.


Get to Know Our Team

We encourage you to connect with our team of professionals. Typically, a new client relationship kicks off by discussing potential strategies with a specialist at one of our local offices. This professional then takes on the role of your financial coach.

View Offices


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

Sign Up
State of the Markets



Property and Casualty

Litigation Necessitating a Layered Approach to Professional Liability Insurance

Professionals face heightened exposure due to increased litigation, much of it fueled by third-party financing and resulting in so-called nuclear verdicts. The increase in both frequency and severity of losses underscores the importance of securing comprehensive Professional Liability Insurance with sufficient limits, a solution that may require one or more excess layers on top of the underlying coverage.

May 21, 2024

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Retirement Plan Services

Millennials Redefining Retirement

Millennials are reshaping retirement, prioritizing financial freedom over age. Discover their varied retirement plans and challenges like money dysmorphia and debt management.

May 14, 2024

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Property and Casualty

Affordable Housing Providers Hardest-Hit in Insurance Market for Nonprofits

Adding to significant challenges including labor shortages and reduced funding, nonprofit organizations are experiencing increasing difficulty in securing adequate property and casualty insurance. Premiums are increasing, deductibles are escalating, and the number of carriers willing to engage with nonprofits continues to shrink. These challenges underscore the importance of partnering with an experienced insurance broker who specializes in serving nonprofit organizations.

May 7, 2024

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Retirement Plan Services

Cashing Out on Tomorrow: When Personal and Market Economies Diverge

Unveil the clash between booming markets and personal financial struggles in America. Learn why educating employees on debt management is vital in today's economic climate.

May 7, 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.