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Wealth Services

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.

Wealth Services

Financial Planning

Our financial planning process is a thorough, straightforward way for you to take the first step towards reaching your financial goals.

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Retirement Services

Strategies that allow you to enjoy your retirement

Retirement can be one of the most personally rewarding, but financially challenging periods of your life. You’ve worked hard to get to where you are. We will work with you to understand your goals and help you pursue them so you may achieve the retirement you envision.

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Estate Planning

Transferring wealth requires careful planning to ensure your wishes for the future are properly addressed.

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Investment Management

Your investment strategy should offer a sense of security. As an independent firm since 1976 we deliver unbiased oversight of assets.  Alera Group is committed to your long-term success.

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Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This communication is strictly intended for individuals residing in the states of FL, IL, IA, MN, ND, TX, VA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Check the background of your financial professional on FINRA's BrokerCheck.

Information provided by Alera should not be considered tax or legal advice. Should you require tax or legal information, please consult your tax advisor or attorney. 

    Legal Fraud Disclaimer

    Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.