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.
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.
THOUGHT LEADERSHIP
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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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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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
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.