Wealth Management for
The Best Life Possible
Grow and Protect What You’ve Earned
So You Can Live Life On Your Terms
Abundant financial independence, personal freedom, and peace of mind for you and your heirs can be achieved through Alere Planning’s comprehensive financial planning and asset management services.
Our Clients
Our Focus Areas
Alere Planning builds long-term client relationships, meeting people where they are today and helping them envision where their journey can take them.
Investment Planning & Management
Alere Planning charts a path tailored to your unique circumstances and goals, giving you the freedom to enjoy life now and plan for the future you want.
+ Assess your risk appetite and capacity
+ Align your growth, income goals and expectations
+ Design a portfolio with strategic and tactical holdings to maximize growth and minimize taxes.
+ Implement, monitor, and update your portfolio as appropriate through your life stages and transitions.
Retirement Planning
Our passion is creating highly custom plans and utilizing our multidisciplinary expertise to help make your retirement goals a reality.
- Income and expense planning
- Healthcare and Medicare options
- Tax planning
- Estate planning
Entrepreneur & Executive Wealth Management
We offer in-depth technical advice and guidance for owners and executives for business growth, exit planning, and liquidity events.
- Key employee compensation
- Retirement plans
- Organization structures
- Tax planning
- Sale of your business
- New venture planning
200+
Households and Businesses Being Advised
$200MM+
Client Assets Administered
The Independent RIA Advantage
Alere Planning is a Registered Investment Advisor (RIA) firm. We purposefully offer guidance and advice that is not beholden to any large Wall Street company or financial product seller. By minimizing conflicts of interest, we have the freedom and agility to create plans and portfolios that best meet your unique needs and goals. As a fiduciary, we act solely in your financial interests.
Start Your Journey Here
Use the form below to contact us, or click here for additional contact information.