A complete list of active advisors currently associated with Secure Care Wealth Management, LLC
Warmer can help you find a great advisor at Secure Care Wealth Management, LLC or one who fits your needs even better.
Secure Care Wealth Management, LLC describes itself as an investment adviser offering discretionary asset management and financial planning and consulting services to individuals, high‑net‑worth individuals, trusts, estates, and business entities. Its brochure explains it delivers one‑time comprehensive plans, topic‑specific consultations, and ongoing planning relationships tailored to each client’s circumstances. The firm says it constructs portfolios and investment programs based on clients’ stated objectives, time horizons, and risk tolerances and uses methods such as Modern Portfolio Theory, fundamental analysis, and technical analysis. In addition to the common percentage‑of‑assets management fee used by many investment managers, the firm also makes fixed and hourly planning engagements available — the availability of hourly billing for planning is relatively uncommon among firms in this category. Noteworthy aspects in the brochure include that the firm’s principal is an actively practicing medical doctor who reports dedicating about 160 hours per month to medical practice and also holds a CISSP cybersecurity credential. The document also reports no client assets under management as of the stated date and notes operational practices such as not aggregating trades and not voting client proxies, which distinguish it from many larger investment managers.
To learn more about the advisors currently working at Secure Care Wealth Management, LLC, 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 |
|---|---|---|
York, PA
| 0
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