Strategies for Individuals and Families

Strategies for individuals and families

The quality of wealth services you deserve hinges on the marriage of personalized attention and technical knowledge. Whether you're navigating a straightforward financial path or wrestling with complexities, you'll want seasoned specialists by your side.

Alera Group Wealth Services is a network of offices across the U.S. We work with clients 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.

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.

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

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.

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

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State of the Markets

THOUGHT LEADERSHIP

Insights

Employee Benefits

Wellbeing Fair Sessions — When and Where You Like

Themed “Live for Tomorrow,” Alera Group's 2024 Employee Wellbeing Fair is now available online, where you can access all eight sessions, select which ones you want to view and watch them at your convenience.

October 2, 2024

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Wealth Services

Weekly Market Update

Stocks moved higher last week, continuing to build on the momentum generated after the Federal Reserve decided to cut short-term rates by 0.50 percent.

September 30, 2024

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Wealth Services

The Fine Print of Insurance

Insurance policies can be more flexible than many realize, offering optional features known as "riders" that can be customized to suit individual needs. From accessing funds in case of a terminal illness to adding more coverage later without additional medical exams, these options can enhance your financial plan.

September 24, 2024

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Wealth Services

Weekly Market Update

Stocks moved higher last week after the Federal Reserve’s half-point rate cut, bolstered by multiple data points supporting a cooling but still strong economy and decelerating inflation.

September 23, 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.