top of page
Strip Background Website.png

Edwards Life Sciences

ACG Alera Logo.jpg

Financial Planning Powered by Advanced Capital Group

Wealth Management & Financial Planning
for Employees of Edwards Life Sciences

White Sand_edited_edited.jpg

Thanks for visiting! Advanced Capital Group is a Registered Investment Advisor that works employees of Edwards Life Sciences to assist them with financial planning needs & questions.  Do you have questions about your company plan?  Would you like complementary time with a financial planner?  All information below is confidential, and we never ask for personal account numbers.  In addition, we never share or sell your information to third parties.  Please take a moment to tell us what you are interested in, and we will have one of our fiduciary planners contact you.  If you would like to book directly with an ACG planner, please use the booking link below if you do not wish to provide us with information .  

New to ACG? Learn About Us

We are a fiduciary investment advisor for families across the United States.

Links to Plan Resources

Information on your 401(k) plan.

How can we help you?

(Only shared with the planner.)

(Only shared with the planner.)

How would you prefer the ACG planner contact you?
Phone call.
Virtual meeting.
Email.
Do you currently work with a financial advisor?
Yes.
Yes, looking to change.
No.
No, looking to start.
Other
Do you have a particular focus area you'd like help with?
Investments.
Financial Planning.
Insurance Planning.
Estate planning.
Other
How would you describe your current planning status?
Just starting my journey.
Mid-life, would like advice.
I'm retiring very soon.
Not sure, can we chat?
Other
Where could it improve?

Investment advisory services are offered through Advanced Capital Group (“ACG”), an SEC registered investment adviser.   The information provided herein is intended to be informative in nature and not intended to be advice relative to any specific investment or portfolio offered through ACG. Information contained on this website is from sources deemed to be reliable.  ACG is not liable for errors from these third sources. References to specific securities are solely for illustration and education relative to the market and related commentary.  Individual investors should consult with their financial advisor before implementing changes in their portfolio based on information contained on this website.  For additional information about the services offered by ACG, please view our Form ADV Part 2A and Form CRS by visiting this link.  Investments are not insured by the FDIC and are not guaranteed by ACG, or any of its affiliates. Investments are subject to risks, including the possible loss of the principal amount invested.  

Investment advisory services offered through Advanced Capital Group (“ACG”), an SEC registered investment adviser.   The information provided herein is intended to be educational in nature and not intended to be advice relative to any specific investment or portfolio offered through ACG.  Additional fees may apply due to exchange-related trading costs or trading in foreign securities.  Information contained on this website is from sources deemed to be reliable.  ACG is not liable for errors from these third party sources. References to specific securities are solely for illustration and education relative to the market and related commentary.  Individual investors should consult with their financial advisor before implementing changes in their portfolio based on information contained on this website.  For additional information about the services offered by ACG, please view our Form ADV Part 2A and Form CRS by visiting this link. 

​

Investments are not insured by the FDIC and are not guaranteed by ACG, or any of its affiliates. Investments are subject to risks, including the possible loss of the principal amount invested.  Not an investment advisory contract.  This information is not intended to be a solicitation for specific funds or securities.  

​

Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.

bottom of page