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.
Wealth Management
Investment Management
Applying a client-centric approach to craft portfolios that align with your financial goals, accommodating a range of investment sizes.
Financial Planning
Crafting personalized financial roadmaps that not only match your short-term needs but also consider your long-term financial health and prosperity.
Retirement Planning
Navigating complexities such as asset allocation, Social Security benefits and withdrawal strategies in an effort to support a secure and comfortable retirement.
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.
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.
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.
Life Insurance
Providing policies to protect against potentially devastating financial loss.
Private Placement Life Insurance
Combines asset management and life insurance, specifically designed for high-net-worth individuals seeking a holistic solution.
Disability Insurance
Offering income protection solutions against unforeseen disability, ensuring that you can maintain your lifestyle and meet financial obligations.
Long-Term Care Insurance
Providing coverage that can help lessen financial burdens, preserving both your wealth and quality of life.
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.
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.
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.
Split-Dollar Funding
Offering a balanced dual-benefit Life Insurance strategy that simultaneously serves the financial interests of your company and its executives.
Deferred Compensation Plans
Providing tax-efficient income deferral options to enhance your executives’ financial futures while strengthening their commitment to your organization.
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.
EXPERT EDUCATION
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
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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
Sign Up 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
Sign Up THOUGHT LEADERSHIP
Insights
Employee Benefits
Your Guide to a Competitive, Cost-Efficient Employee Benefits Program
Alera Group’s recently released "2025 Employee Benefits Market Outlook" is a report designed to help you make informed decisions on designing a state-of-the-industry program that attracts and retains talented workers while guarding against the inefficiencies that drive up benefits spend — especially on healthcare and prescription drugs.
January 21, 2025
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Retirement Plan Services
Portability Services Network Expands Impact
According to a recent release, the Portability Services Network (PSN), which began with three of the biggest recordkeepers in the country just over a year ago, has now grown to include three additional providers, covering over 15,000 retirement plans and 5 million members.
January 16, 2025
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Retirement Plan Services
Supreme Court Declines Arbitration Case: What Plan Sponsors Need to Know
Staying compliant in this environment demands significant time and resources. Sponsors must regularly update plan documents to reflect the latest judicial interpretations and may need to consult legal counsel more frequently to help mitigate risks. This ongoing burden can divert attention from other strategic priorities and increase overall administrative costs.
January 13, 2025
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DOL and IRS Provide Hurricane Relief Guidance
The Department of Labor (DOL), in partnership with the Internal Revenue Service (IRS), released a statement in November detailing disaster relief measures for employee benefit plans, participants and sponsors affected by Hurricane Helene, Tropical Storm Helene and Hurricane Milton. While the guidance applies broadly to health, welfare and retirement plans, the following provisions are specifically relevant to retirement plan sponsors and participants.
January 6, 2025
Find out more 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.