Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Canton, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$10,000,000.00
# of Accounts
32
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.

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