Wealth services offices

We are a network of specialists who work with clients nationwide. We collaborate to plan and implement comprehensive strategies for individuals, families, businesses, non-profits and foundations. We’d love to get to know—and help you shape—your wealth story.

Alera Group

Broad-based services from specialists focused on investments, wealth protection and business needs

Locations in IL and CO

Wealth Management | Wealth Protection and Transfer | Business Wealth Solutions

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Benson Blackburn

Complex life insurance to help ultra-affluent families and business owners protect and transfer their wealth

Naples, FL

Wealth Protection and Transfer | Business Wealth Solutions

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C.M. Smith Financial

Integrated strategies across retirement income planning, wealth protection and legacy planning

Hartford, CT

Wealth Management | Wealth Protection and Transfer | Business Wealth Solutions

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Johnson Brunetti

Planning and investing that gives clients confidence as they enter and enjoy retirement

Locations in CT, MA and GA

Wealth Management | Wealth Protection and Transfer

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Morris & Boyle

Insurance-based solutions for highly affluent, multi-generational families

Walnut Creek, CA

Wealth Protection and Transfer | Business Wealth Solutions

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Perspective Financial Group

Technical excellence in integrated strategies across insurance, investments, estate and business planning

Berwyn, PA

Wealth Management | Wealth Protection and Transfer | Business Wealth Solutions

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Summit Group of Virginia

Broad-based services with deep experience in building multi-disciplinary strategies

Virginia Beach, VA

Wealth Management | Wealth Protection and Transfer | Business Wealth Solutions

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Tippett Moorhead & Haden

Fourth-generation life insurance and executive benefits expertise

Costa Mesa, CA

Wealth Protection and Transfer | Business Wealth Solutions

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Walsh & Nicholson Financial Group

Broad-based services with deep experience in building multi-disciplinary strategies

Wayne, PA

Wealth Management | Wealth Protection and Transfer | Business Wealth Solutions

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Wharton Business Group

Investment stewardship through investment plans that emphasize cost and tax efficiency

Malvern, PA

Wealth Management | Wealth Protection and Transfer | Business Wealth Solutions

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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.