Overview

SecuraWealth Investment Strategies takes a holistic approach to personal wealth management through strategic investment selection and financial planning strategies.

Our business model includes an open architecture platform, allowing us to be completely independent and offer clients a wider array of investment choices.  

We use a strategic investment selection process, including primarily individual securities, and some mutual funds, ETF’s and bonds.  In addition, we offer life insurance, disability insurance and long term care insurance solutions to complement a client’s financial plan.

We pride ourselves on having a limited client base, allowing us to offer customized solutions and personalized attention to each client.  

I have 15 years industry experience and am seeking to acquire advisory practices, or become a successor to retiring advisors.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...