ALEC Wealth Management
Making smart decisions now can make a big difference in your future. That's where our financial professionals can help.
Investing money is a strategy for building personal wealth potential over time.
ALEC Wealth Management offers you access to an extensive collection of investment and insurance products designed to help you plan and prepare for a more confident 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
Looking for Financial Advice or Guidance?
Just as life changes, so do your financial goals. Make sure you are on track by working with ALEC Wealth Management. Our team of experienced financial professionals will work with you to help you make sound financial decisions consistent with your risk tolerance, investment time frame, and goals.
Our services include:
- 401(k) and pension plan rollover services
- Asset accumulation and preservation
- Developing a savings and investment plan
- Education funding
- Protecting you and your family with life insurance and long-term care
- Reviewing your current financial plan
- Managing your investments
For more information on our services or to schedule a no-cost, no-obligation appointment with one of our advisors, please complete this form.
Upon completion, a representative will contact you within one business day.
It’s never too early to plan for the future
When it comes to the financial well-being 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 investment professionals with this site on FINRA's BrokerCheck.
Meet the ALEC Wealth Management Team
Let our team of professionals help you build your financial plan.