A complete list of active advisors currently associated with Secure Wealth, Inc.

Warmer can help you find a great advisor at Secure Wealth, Inc. or one who fits your needs even better.

Secure Wealth, Inc. provides discretionary asset management and portfolio services to individuals (including high‑net‑worth clients), as well as to corporations and charitable organizations. The firm manages client accounts with a specialized emphasis on structured notes and reports approximately $132 million in discretionary assets under management. The firm’s investment approach focuses on designing and implementing structured notes intended to generate returns with downside protection, relying on analysis of the notes’ underlying stocks and indexes and phased, diversified entry points across underliers and time frames. Secure Wealth uses a blend of fundamental, technical, charting and cyclical analysis (and references Modern Portfolio Theory) and generally operates with discretionary trading authority for client accounts. Distinctive features include that the firm’s president maintains a separate licensed insurance practice and receives commissions for insurance products, a relationship the brochure discloses as a potential conflict of interest with mitigations in place. Leadership also operates a platform for tracking and allocating callable market income‑linked notes, the firm recently transitioned to SEC registration, and its most recent update notes that seminars and workshops previously offered have been removed.

To learn more about the advisors currently working at Secure Wealth, Inc., 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.