Latest Acquisition Expands Wealth Management Expertise
DEERFIELD, IL — Alera Group, a leading national employee benefits, property and casualty, risk management and wealth management firm, has acquired Perspective Financial Group. Terms of the transaction were not announced.
Perspective Financial Group (Perspective), is a wealth management firm headquartered in Berwyn, Pennsylvania that has been serving their clients since 1976. The firm integrates insurance and investments with financial, estate and business planning, creating customized solutions to meet their clients’ unique needs. Perspective Financial Group will join Alera Group through local firm Pentra.
“Perspective Financial Group is an exciting addition to Alera Group’s wealth management services, further expanding our existing capabilities in personal wealth management, family wealth transfer, business continuity and transition planning, and executive and employee benefits,” said Alan Levitz, CEO of Alera Group. “We look forward to the collaborative contributions of Perspective and are excited to have them with us as we continue to expand our presence in and around the Philadelphia metropolitan area.”
“As part of Alera Group we will broaden our capabilities, improve our service and will have the assurance that our clients will be served long into the future,” said J.R. Burke, Managing Partner of Perspective Financial Group. “As always, our goal is to meet the unique needs of each of our clients through coordinated planning, implementation of industry-leading products and responsive service and thus to elevate the client experience. By combining the capabilities of Alera Group with our existing relationship with M Financial Group, we are now better suited to do just that.”
Alera Group was formed in early 2017 and is one of the nation’s foremost independent insurance agencies and privately-held employee benefits firms. For more information on partnering with Alera Group, visit Partnership Opportunities at www.aleragroup.com.
About Alera Group
Based in Deerfield, IL, Alera Group’s over 1,000 employees serve thousands of clients nationally in employee benefits, property and casualty, risk management and wealth management. Alera Group is the 15th largest independent insurance agency in the country. For more information, visit www.aleragroup.com or follow Alera Group on Twitter: @AleraGroupUS.
Rob Lieblein, Chief Development Officer
Jessica Tiller, Weiss PR