Alere (A-leer) [Latin] to develop, promote, and nurture.
At Alere Planning, we are dedicated to caring, disciplined wealth management that helps you maximize your return on life. Our collaborative approach ensures we fully understand your unique and evolving financial needs. Our core tenets of intellectual curiosity and continuous learning enable us to stay ahead of market trends and innovations in service to you and your family.
Our Approach
Our disciplined approach, based on cumulative, client-centered decisions, results in a bespoke wealth plan nimble enough to adjust as your life changes over time.
Our Team
Jim Weglein
Principal - Independent Financial Advisor
I am committed to disciplined leadership that fosters personal freedom, peace of mind, and the best possible life through effective decision-making and disciplined action.
Tony Assadi
Independent Financial Advisor - CFA, CFP®
I am committed to empowering individuals to take charge of their financial futures, providing them with the knowledge, tools, and support necessary to achieve lasting financial freedom.
Lisa Lau
Director of Operations & Marketing
I am dedicated to creating efficient processes and clear communications that deliver exceptional, personalized experiences for our clients.
Get in touch
Alere Planning exists to craft truly custom wealth management solutions based on long-term client relationships. Let us get to know you, your plans and goals.