A complete list of active advisors currently associated with SecuraWealth
Warmer can help you find a great advisor at SecuraWealth or one who fits your needs even better.
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.
To learn more about the advisors currently working at SecuraWealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Canton, OH
| 19
|
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