Wealth Services

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.