Prepare. Pursue. Preserve.

At the Corridor Investment Group our mission is to help our clients PREPARE for the emotional transition of retirement, help give them the peace of mind to PURSUE their dreams while retired, and implement strategies to insure they PRESERVE their wealth to leave a lasting legacy.

 

Comfort based planning with your retirement assets

The net worth puzzle

When helping clients make financial decisions, I attempt to view their net worth and happiness as a large puzzle with many moving pieces. Although many financial decisions are able to be measured as a numerical value, they are often just one piece of the client’s overall well-being. My goal is to help open-up the possibilities of how you can use your money today so it helps provide you the greatest positive impact in your life. Your net worth is measurable while your happiness is more challenging to quantify. A customized Wealth Plan will help you fit these two pieces together and evaluate the true impact of your long-term net worth and happiness. Understanding the trade-offs that come with these decisions that can make a difference in your life or others is challenging, but can be very gratifying and enjoyable at the same time.

To request a consultation to experience our process without cost or obligation, please contact us. During the initial consultation my goal is to determine what overall situation is best for a client going forward. To learn more on how that process works, please visit my blog.

Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in 2024 as a Best-in-State Wealth Management Team.

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

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Disclosures

The 2024 Forbes Best-In-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

Peter Alepra is currently registered to conduct business with residents of the following states: AK, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KS, MA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, OH, OK, OR, PA, SD, TN, TX, UT, VA, VT, WA, WI, WY.

James Vandenberg, NMLS # 1847834 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

William Happel is currently registered to conduct business with residents of the following states: AK, AR, AZ, CA, CO, DE, FL, IA, IL, IN, MN, MO, MS, MT, NC, NE, OH, OK, OR, PA, TN, TX, UT, VA, WA, WI, WY.

James Vandenberg is currently registered to conduct business with residents of the following states: AK, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, OH, OK, OR, PA, SD, TN, TX, VA, VT, WA, WI, WY.

Melanie Baird is currently registered to conduct business with residents of the following states: AK, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, OH, OK, OR, PA, SD, TN, TX, VA, VT, WA, WI, WY.

Read additional advisor disclosures.