Wealth Management

Personalized wealth management solutions designed to grow, protect, and transfer wealth for individuals, families and business owners. We integrate investment management, tax strategies, risk mitigation and legacy planning—helping clients achieve lasting financial confidence and generational success. 

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Adam brings over 19 years of experience providing comprehensive wealth management and financial planning solutions to high-net-worth individuals, multi-generational families, and business owners. As an Accredited Investment Fiduciary® (AIF®) and Investment Advisor Representative holding Series 65 registration, Adam adheres to the highest fiduciary standards, offering objective, client-focused guidance designed to preserve, grow, and transition wealth across generations. 

Having studied Economics at the University of Kansas Adam applies a disciplined, strategic approach to addressing the complex financial needs of affluent clients. His expertise encompasses holistic financial planning, investment management, tax-efficient wealth strategies, risk mitigation, and multi-generational estate and legacy planning. He is known for developing thoughtful, customized strategies that help clients achieve lasting financial independence and family legacy continuity. 

In addition to his work with private clients, Adam advises corporate clients on the design, implementation, and oversight of employer-sponsored retirement plans. His consultative approach ensures that organizations meet their fiduciary obligations while delivering meaningful retirement outcomes for plan participants. 

Prior to his current role, Adam served as Managing Principal of a Registered Investment Advisory (RIA) firm, where he directed comprehensive wealth management services for a diverse client base. Earlier in his career, Adam worked with a regional bank, gaining valuable experience in private banking and financial services tailored to high-net-worth and institutional clients. 

Outside his professional responsibilities, Adam enjoys traveling, skiing, fishing, golfing, and cheering on Kansas City’s sports teams with his wife and children. 

Meet Team Bettis

Collateral

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Adam Bettis, AIF®
Senior Partner

P: 913-355-6038
E: adam.bettis@aleragroup.com 

Benchmarking Postcards

Extra Materials

Sample ICR

2024 Benchmarking Infographic

2025 Benchmarking Agenda

Trish brings over two decades of experience in the financial services industry, with a deep commitment to serving high-net-worth individuals and institutional clients. As Relationship Manager for the Bettis Team at Alera Group, Trish plays a vital role in delivering personalized, high-touch service and ensuring a seamless client experience across all aspects of the advisory relationship.

Trish began her career at a regional bank, where she spent 14 years building a strong foundation in wealth management, private banking and client service. She then spent nine years at an independent wealth management firm, further refining her expertise in supporting the complex financial needs of affluent families and organizations.

Trish holds a Bachelor of Business Administration with a Minor in Marketing and Management from Wichita State University. Her academic and professional background, coupled with her client-first mindset, allows her to build trusted, enduring relationships and support the team’s mission of delivering tailored, fiduciary-focused financial guidance.

Outside of work, Trish enjoys spending time with her family and cheering on her son and daughter at their sporting events.

Trish Connelly
Relationship Manager

P: 913-355-6039
E: trish.connelly@aleragroup.com

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Financial Planning

Our financial planning process aligns every aspect of your financial life with your goals. From retirement and tax strategies to estate and risk planning, we deliver clear, customized guidance to help you make confident, informed decisions today and for the future.

Retirement Plan Consulting 

We help businesses design, manage, and optimize retirement plans that meet fiduciary standards while supporting employee financial well-being. Our consultative approach ensures plans remain competitive, compliant, and aligned with organizational goals. 

_{Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.} 

_{Check the background of your financial professional on FINRA's BrokerCheck. Information provided by Alera Group should not be considered tax or legal advice. Should you require tax or legal information, please consult your tax advisor or attorney.}   

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