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
Berwyn, PA – October 1st, 2018
I am pleased to announce that effective October 1st, 2018 Shane M. Johnson has become a Partner and Principal of Perspective Financial Group, LLC (PFG).
Shane joined the predecessor firm to PFG in 2010 and was instrumental in the transformation and rebranding of the firm in 2011 and 2012. Since then he has been a significant contributor to our growth as both Director of Business Development and Manager of Investment Services, with primary responsibilities for case design, policy and portfolio reviews, technology and marketing. During this period he also added several professional licenses and completed his CLU® and ChFC® designations with The American College.
Shane has developed strong relationships with PFG’s existing clients and has a genuine passion for serving the needs of others.
Please join me in congratulating Shane on his latest achievement.
File # 2272966.1