Richard Ledwith Retirement Announcement
September 30th, 2020
We would like to announce that Richard W. Ledwith Jr., CLU (Rick) has retired from Perspective Financial Group, An Alera Group Company, effective September 30, 2020 after nearly a 60 year career in Life Insurance and Estate Planning working to help ensure the financial independence of his many clients for whom he so deeply cared.
Rick began his career in 1961 after having graduated from the Haverford School and then from the Wharton School of the University of Pennsylvania. He joined Connecticut Mutual upon graduation and soon, after completing all the necessary studies, obtained his Chartered Life Underwriter (CLU) degree.
He achieved a great number of things throughout his long career, including leading Connecticut Mutual in business on a number of occasions and chairing their Agent’s Advisory Committee.
Later in his career Rick saw an opportunity to better serve his clients and moved his practice to Partners Financial (NFP) where he could represent numerous companies on a preferential basis. He then served on their Board of Directors for 5 Years.
Always working with the best interest of his clients in mind, Rick began looking ahead to his eventual retirement and in 2017 merged his practice with Perspective Financial Group – an organization he holds in high regard and is confident will care for his valued clients with the same commitment to diligence in matters both personal and professional as he did.
Having worked successfully for the last three years toward this date, Rick is leaving the business to spend more time with his wife, Lisa, and to pursue his many personal interests such as his love for carpentry and sailing. In fact, the only other time Rick left his profession for an extended time was for that love of sailing. Beginning in March of 1962 he left to race in the America’s Cup trials aboard the 12-meter yacht, Nefertiti. After six months of racing they tied for the lead to defend the Cup and then lost in a run off to the yacht, Weatherly. He continues to pursue his love of sailing in both racing and cruising to this date.
Rick cares deeply for all of his clients and their other trusted financial professionals with whom he has had the opportunity to work, and he values the friendships and mutual trust he had the privilege of developing with each one of them.
His long tenured associate, Maria C. Blaney CLU, CHFC, remains an integral member of the team at Perspective Financial Group (PFG) helping to ensure continuity of the high level of service and care that Rick’s clients have learned to expect.
If anyone receiving this letter, be they clients, associates or other financial professionals, has any questions or would like to speak to someone at Perspective Financial Group, please contact the office at 610-854-0035 and connect with:
- Maria Blaney, ext. 3304 or email@example.com
- Shane M. Johnson, Senior Partner, ext. 1022 or firstname.lastname@example.org
The Partners of PFG and the entire Team wish Rick “fair winds and following seas” as he celebrates this milestone in his long and storied career.
Perspective Financial Group Merges with National Financial Services Firm
November 13th, 2018
BERWYN, PA – Perspective Financial Group (Perspective) is pleased to announce that it has become an Alera Group company. Alera Group is a leading national employee benefits, property and casualty, risk management and wealth management firm.
Formed in early 2017, Alera Group is an independent firm originally created through a merger of 24 like-minded, high-performing, entrepreneurial firms across the United States. Their mission is to transform the client experience by providing a greater depth and breadth of tools and resources, education, innovative thinking and constant collaboration. They are committed to enhancing their service offering through national peer collaboration while maintaining the ability to provide clients with local service and the experience and positive outcomes they’ve come to value. Alera Group currently has 58 firms in 70 locations and over 1,000 employees.
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 grow.”
“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.”
For more information, visit www.aleragroup.com and www.pfg1976.com
If you have any questions please contact:
Principal – Perspective Financial Group, an Alera Group Company
A Member Firm of M Financial Group
Suite 100, 22 Cassatt Avenue Berwyn, PA. 19312
Main # 610-854-0035
File # 2316546