THE ALVAREZ GROUP
Small firm client care combined with large firm accountability
Our Excellence
Many companies espouse excellence, but few are committed to reach its pinnacle. At The Alvarez Group, excellence is a never-ending climb to reach the top. For those like us who are passionate about planning, we build on today’s accomplishments while raising the bar for tomorrow’s achievements. Our uncompromising performance standards are founded on the principle that the search for excellence is on-going and is part of the exciting challenge to help clients increase, preserve, and transfer wealth, and enjoy their financial well-being.
Our Philosophy
At The Alvarez Group we view insurance acquisition as the beginning of a working relationship, not as a single commodity purchase. We are not oriented to one-time transactions; we are focused on becoming long-term insurance advisors to our clients. We seek to earn our client’s trust by providing cost-effective solutions that are uniquely tailored to meet our client’s needs. We value collaboration and innovation at our Firm; we happily work with attorneys, CPAs, family offices, and other advisors to develop strategies that address specific planning objectives.
Our Specialty
The Alvarez Group was in founded in 1994 as an independent, unique insurance advisory firm. We use our experience and expertise to help affluent individuals, families, and companies achieve their financial goals through innovative wealth transfer, insurance advisory, and executive benefit solutions. As a Member Firm of M Financial Group, our clients have exclusive access to proprietary insurance products that are unavailable through traditional channels.
