Alere Planning LLC
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Wealth Management for

The Best Life Possible

 

Grow and Protect What You’ve Earned
So You Can Live Life On Your Terms

 
 

Alere Planning empowers you and your heirs to achieve enduring wealth, true freedom, and peace of mind through thoughtful financial planning and disciplined asset management.

 
 

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.

 
Silhouettes of hikers helping each other up a mountain, referencing Alere Planning's support of clients through custom investment planning and wealth management.

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. 

An wealthy retired couple walking arm-in-arm along a beach to show how Alere Planning supports client retirement goals.

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 

Gold chess pieces, associating Alere Planning's services with solutions to address the complex financial needs of business owners and executives.

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

$200M+

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.

Read Our Fiduciary Statement.

 

Start Your Journey Here

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