SecuraWealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
SecuraWealth provides portfolio management, financial planning, and pension consulting primarily for individual clients. The firm reports managing about $22.3 million in assets for a client base of 18 households.
Most client relationships are handled on a non‑discretionary basis, so the firm generally implements investment recommendations with client approval rather than exercising discretionary trading authority. It uses percentage‑of‑AUM billing and focuses on individualized portfolio management consistent with common practices among independent advisors.
What distinguishes the firm from many peers is the combination of a small client base, a predominance of non‑discretionary assets, and the inclusion of pension consulting services, indicating work with employer retirement plans in addition to individual households. These features suggest a hands‑on advisory role where clients retain final decision authority and retirement-plan consulting is an explicit part of the service offering.
Client services
Main office
Canton OH
Advisors at this office
1
Most active in
New Jersey · Ohio
Also doing business as
Bonds For You, LLC · Eisenberg Investment Advisors · Securawealth · Securawealth Investment Strategies, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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