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.
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Our process begins with an open, candid discussion where you learn more about our approach and we learn about your goals, visions and purpose. If the fit is right for the client and Alere Planning to pursue a long-term advisory relationship, we move on to an extensive discovery process. This is a relaxed and informal sharing of ideas around personal objectives, concerns, and a mapping of life events. Bringing along current documents pertaining to your financial situation generally helps support the discussion.
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New clients are typically introduced to us as they consider life transitions that may be complex or emotional. These circumstance range from retirement, to divorce or death of a partner, to pivotal decisions for entrepreneurs.
We believe that gaining a deep understanding of a client’s life situation is essential to providing effective, clear direction and client confidence in the custom strategies that are designed to help meet life goals. And as your trusted partner, we adapt your plans as your life changes.
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A fixed fee arrangement is agreed upon by the client and advisor for standalone financial planning. Compensation for fiduciary asset management services generally ranges from 0.65% to 1.25% annually of the market value of client assets managed by our firm, aligning our mutual goals of growing and protecting your wealth.
Our Team
Jim Weglein
Principal - Independent Financial Advisor
I am committed to wealth management 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.
Referrals
We truly value our relationships with clients and always appreciate referrals from those who've benefited from our services.
Get in touch
Alere Planning exists to craft unique, custom wealth management solutions based on long-term client relationships. Let us get to know you, your plans and goals.