Team profile

SecureBridge is more than our name

SecureBridge embodies our core values as a practice. These values have guided us from day one - acting in good faith, continually striving for excellence in the service we deliver, and taking care of our family - both in the office and at home. While the name may be new, SecureBridge Wealth Advisors, reflects our enduring approach to help guide you toward your future financial goals and helping create a stable foundation for preserving multi-generational wealth.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Investments
  • Family Finances
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Charitable Giving

Awards & recognition

  • SecureBridge Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Roger E Kasch, Forbes Best-in-State Wealth Advisors, 2020-2024
  • Leonard Levitch, Forbes Best-in-State Wealth Advisors, 2019-2024
  • Patrick McAleer, Forbes Best-in-State Wealth Advisors, 2019-2024
  • Leonard Levitch, Five Star Wealth Manager, 2012 - 2024
  • Patrick McAleer, Five Star Wealth Manager , 2012 - 2015, 2021 - 2024
  • Roger E Kasch, Five Star Wealth Manager , 2012 - 2013, 2015 - 2018, 2021 - 2024

Community participation

Volunteering at The Giving Heart
Volunteering at The Giving Heart

At SecureBridge Wealth Advisors, we firmly believe in supporting the community.

We support JDRF's One Walk for the Central Virginia Chapter and our team of advisors & staff, family, friends and clients have raised over $75,000 + over the past 10 years.

During the holiday season, we host a food drive at our office. Each year we collect canned goods for the Central VA Food Banks. In 2020 we took our efforts online and raised $4000 with a virtual food drive benefiting Feed More. In 2022, we worked with The Giving Heart to help with their community holiday meal service.

We have volunteered with RAL and sponsored WoofStock.

Honored to be recognized in Forbes

We’ve got some exciting news to share: SecureBridge Wealth Advisors has been named to the 2024 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.

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