Investing money is a strategy for building personal wealth over time. ALEC Wealth Management offers you an extensive collection of investment and insurance products designed to help you plan and prepare for a more secure financial future.
Whether you’re just getting started or seeking to protect your accumulated nest egg, ALEC Wealth Management offers experience and insight to help you address your individual financial objectives — encompassing everything from your retirement and long-term health needs, to paying for college and passing along your wealth.
ALEC Wealth Management products and services include:
- Retirement planning
- 401(k) and pension transitions**
- Life insurance
- Long term care
- College funding
- Advisory services
- Estate conservation
- Mutual funds
- Managed accounts
When it comes to the financial security of you and your family, it’s never too early to plan for the future. You can depend on our knowledgeable and dedicated team of investment professionals to help you every step of the way — beginning today.
Check the background of this investment professional on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. ALEC and ALEC Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ALEC Wealth Management, and may also be employees of ALEC. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ALEC or ALEC Wealth Management. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency||Not Credit Union Guaranteed||Not Credit Union Deposits or Obligations||May Lose Value|
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered of licensed. No offers may be made or accepted for any resident of any other state.