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Build and protect what matters most

Tailored wealth solutions designed for every stage of your life.

Stability, integrity, experience. Our reputation for excellent wealth services dates to 1933 and continues to be built upon our philosophy of steadiness over opportunism, planning over reaction, and relationships over all else.

Explore our offerings

Financial Planning

Personalized roadmaps to achieve your financial goals.

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Investment Management

Portfolios tailored to your needs, built for long-term growth.

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Trust and Fiduciary Services

Safeguarding your wealth and ensuring it’s transferred according to your wishes.

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Retirement Planning

Helping you retire on your terms with confidence.

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Insurance Services

Protecting your family and your financial future.

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Why Alerus?

  • Advisors who listen, understand and build lasting relationships.
  • Integrated solutions that connect your banking, investments, and planning.
  • Personalized strategies designed to grow and protect your wealth.
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Frequently asked questions

 

How does Alerus customize financial plans for families like mine?

We take the time to understand your unique goals, from education savings to estate planning, and build a plan around your vision.

Can I work with Alerus if I’m just starting to invest?

Absolutely. We work with clients at all stages, helping you start strong and stay on track.

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Let’s create a plan for your family’s future.

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