About Alera Wealth Services

Our Firm

Alera Group's wealth services practice is a trusted partner for individuals, families, and businesses. Our mission is to enhance the financial security of the clients we serve by providing a suite of wealth management, risk management, and corporate retirement solutions. We believe in empowering people – our clients, our team, and the individuals in the communities where we live and work.

Our Team: Trusted. Smart. Passionate.

Our team is deeply committed to your long-term success. With an emphasis on collaboration and teamwork, we provide a personalized set of solutions that fit the unique needs of each and every client. When working with us, you will discover our passion for building a relationship based on the highest standards of professionalism, ethics, integrity, and fairness. We believe these are the essential ingredients for helping you reach your financial goals and aspirations.

Our Presence

Alera Group is a national entity with over 3,500 employees serving thousands of clients nationally. This relationship enables us to provide the experience and resources of a large national firm, while delivering a highly personalized client experience found in a local boutique.

Our Locations

Our wealth services offices are located across the nation, with headquarters in Deerfield, Illinois. Wherever you are, we can meet your needs.

Contact us today for a complimentary consultation.