We provide many benefits

Abundant Services

Our firm would be honored to explore the possibilities available to you and your family. We maintain an independent, client-oriented environment, which brings many benefits.

We build Stronger Relationships

Frequently Requested Services.

Wealth Management

  • Asset accumulation strategies
  • Investment advisory services
  • Comprehensive financial planning
  • Insurance review and coverage assessment
  • Life insurance (term, universal, variable universal and whole life)
  • Long-term care insurance
  • Income distribution strategies
  • Pension reviews
  • Tax planning strategies

Asset Management

  • Individually managed accounts

  • Mutual funds, stocks, bonds and annuities

  • Employee stock option analysis

  • 401(k)s and 403(b)s

  • Traditional and Roth IRAs


  • 529 College Plans

Estate Planning Strategies

  • Asset protection strategies (against probate, lawsuits and divorce)

  • Tax reduction strategies

  • Charitable trusts and philanthropic endeavors

Succession Planning

  • Financing for management buyouts

  • Funding for buy/sell agreements

  • Transfer of ownership to family members or employees

  • Liquidation options

  • Exit strategies

Securities America and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your specific situation.

Wealth management is a process.

We use 5 key steps to help you decide if we are a good fit and can add substantial value to your situation. After committing to work together, we meet regularly to help keep your plans on track with your wishes.

Our Streamline Process.

Strategic Alliances

Do you need a CPA, estate planning attorney or private banker? What about a charitable giving specialist or an investment advisor? We introduce our clients to strategic partners who can meet these needs.

We work with many specialists

Strategic Alliances

Strategic Alliances

Our clients receive access to our strategic partners.

Our team includes professionals who specialize in the areas of wealth accumulation, wealth preservation, tax mitigation, asset protection, asset management, charitable planning, estate planning, wealth distribution and more.

Drawing upon professionals from within our network helps us to provide an innovative and comprehensive approach to working with our clients.

Our strategic partners help us to identify and address our clients’ opportunities and pressing challenges and to execute appropriate and effective strategies for addressing those needs.

Money Management

We offer an investment program applying the expertise of Dimensional Funds Advisors and Symmetry Partners in combination to provide balanced and more efficient portfolios. Click here to learn about Symmetry Partners.

Balanced and Efficient Investing

Money Management

One firm we work closely with is Symmetry Partners, a third party money manager that shares our BALANCED and diversified investment philosophy. By balanced, we mean a more consistent investment experience over time.

We approach investing as a planning process that takes into account the trends of many markets and conditions, rather than a reactionary style that responds to all whims of an individual market. This approach focuses on efficiency, strategic risk-taking and is based on academic research. Together, this translates to more balanced and well diversified portfolios best suited to the objectives of our clients.

Thus, our money management puts clients front and center. And although each has a different level of interest and concerns, we provide a full spectrum of investments and platforms to address those needs.

Of course, all investments involve the risk of a potential loss. Investors may receive less than the original amount. Before investing, clients are advised to consider their investment objectives and risk tolerance and the expenses associated with a particular investment.

Money Management

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