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.

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.

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.

April 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.

July 24, 2024 at 11:00 am CT | Virtual

Sign Up
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

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State of the Markets

THOUGHT LEADERSHIP

Insights

Wealth Services

What You Can Do To Get Ready For Tax Time

Suggestions and tips to help you better prepare for upcoming tax season.

February 20, 2024

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Wealth Services

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

February 20, 2024

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Wealth Services

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

February 20, 2024

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Wealth Services

Weekly Market Update

Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates.

February 20, 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.