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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

SecureBridge Wealth Advisors

Our name emphasizes our approach to wealth management by helping clients define their desired financial future and building solid plans to help them confidently achieve their short and long-term financial goals, including the transfer of wealth to future generations.

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Events

Artist Reception and Open House "Paintings along the Mediterranean"

Presenting the works of

Clare Spooner

“Paintings along the Mediterranean”

Please join us for an Art and Wine

Artist Reception and Open House

A Tax Planning and Nutrition Webinar

Preparing for Taxes in Retirement Presented by Chad Dean, Financial Advisor, SecureBridge Wealth Advisors

Plan to Eat the Fat Presented by Ray De Stephen, Nutrition Specialist

Ray De Stephen specializes in nutrition and is a certified Nutrition Specialist with the American Academy of Sports Dietitians and Nutritionists. He will discuss why75% of Americans are overweight and sick, and how we can turn it around. He will expose the big FAT lie and why we can improve on the Food Pyramid.

Please share this opportunity with family and friends!

Thursday Game Watching

Wind down with us at Kindred Spirits Brewing. Join us in the Tap Room where we will enjoy drinks, food, and watch the college games during the March basketball tournament.

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Honored to be recognized in Forbes

We’ve got some exciting news to share: SecureBridge Wealth Advisors has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. All of us at SecureBridge Wealth Advisors couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.