Helping you reach your financial destination

Alera Group’s wealth management practice focuses on an integrated approach to managing client wealth through financial planning, estate planning and investment management. Our unique implementation model helps our advisors gain a thorough understanding of every client’s financial situation, timeline, goals, objectives and tolerance for risk. We will also learn about their personal lifestyle, family needs and desired charitable legacies in order to help them achieve their financial goals. Our financial advisors strive to anticipate and resolve financial problems, providing wealth management leadership for each client’s long-term financial success. They will leverage Alera Group’s national resources to help guide your journey to overall financial well-being. Products and services include:

Products and Services

  • Investment Management

    Managing your investments according to your financial objectives.

  • Estate Planning

    Putting a plan in place to preserve your legacy and protect your loved ones according to your wishes.

  • Financial Planning

    Developing a long-term plan to reach your financial goals.

  • Risk Management

    Addressing risks inherent in your financial strategy, as well as other aspects of business.

  • Retirement

    Creating an income strategy and savings plan to allow you to enjoy your retirement.

  • Personal Insurance

    Protecting you, your assets, and your legacy from risks of all kinds.

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