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.

January 22, 2025 at 12:00 pm 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.

April 23, 2025 at 12:00 pm 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.

July 23, 2025 at 12:00 pm CT | Virtual

Sign Up
State of the Markets

THOUGHT LEADERSHIP

Insights

Wealth Services

Why a Financial Plan Matters

A financial plan is more than just numbers—it’s a personalized roadmap to help balance your current needs with future goals. Discover how a thoughtful plan can provide clarity, reduce financial stress, and guide you through life’s uncertainties with confidence.

December 17, 2024

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Wealth Services

Weekly Market Update

Stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data.

December 16, 2024

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Property and Casualty

It’s Here! — Alera Group’s Fifth Annual 'Property and Casualty Market Outlook'

Alera Group's "2025 Property and Casualty Market Outlook" is your guide to making informed decisions regarding your business and personal insurance coverage.

December 12, 2024

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Wealth Services

Three Steps to Get Ready for Your Review

Preparing for a financial review as the new year approaches? Discover three simple steps to organize your budget, tax information, and future plans to make your next meeting more productive.

December 10, 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.