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 provides investment advisory and financial planning primarily to individual and high‑net‑worth clients, delivering discretionary portfolio management and tailored financial plans. The firm reports managing structured‑note portfolios as a core service and supervises roughly 200+ client accounts with discretionary assets under management in the low hundreds of millions. The firm’s investment approach centers on structured notes designed to produce returns with downside protection, using detailed analysis of the notes’ underlying assets and a gradual, diversified implementation across different underliers, entry points, and time frames. Secure Wealth employs several analytic methods—including fundamental and technical analysis and elements of modern portfolio theory—and generally manages client accounts on a discretionary basis while also providing comprehensive financial planning services. Several features distinguish the firm from many peers: the principal maintains a licensed insurance practice and earns commissions on insurance products and referral fees for tax‑planning introductions; the firm’s leadership also operates a structured‑note tracking platform and holds educator credentials that support client education and workshop activity. Secure Wealth also uses both flat fee billing for structured‑note management and performance‑based fee arrangements with hurdle and high‑water‑mark mechanics, arrangements and affiliations the brochure identifies as potential conflicts the firm addresses through disclosures and internal policies.
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.
You can also browse Secure Wealth, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Boca Raton, FL
| 19
| |
Burlington, NC
| 2
| |
Raleigh, NC
| 9
|
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