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Matthew W
Series 63, Series 65
Marion, IA
Secure Asset Management, L.L.C.
Matthew Westberry is a financial advisor at Secure Asset Management, L.L.C. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Cambridge Investment Research Advisors. Westberry is also the owner and president of Westberry Wealth Management, LLC, which provides financial planning, insurance planning, and related services. Secure Asset Management primarily serves individual clients, including both non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, often incorporating third-party money managers and managing held-away employer accounts through a third-party platform.
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