SECURE ASSET MANAGEMENT
Founded in 2007, Secure Asset Management, L.L.C., is an independent, privately-owned, SEC Registered Investment Advisor, providing professional wealth management services. We understand navigating today’s complicated world of investments and products which can be confusing and challenging.
PHILOSOPHY
Our vision is to go through life together with our clients, developing strong bonds through our relationships. Together, we hope to help plan futures and major life events while remaining steadfast in life’s journey through legacy planning—for your children and their children. We want to be part of our client’s support community because we believe that wisdom, values, and principles create the cornerstone of a Secure foundation—a foundation we also build our business family on.
SERVICES
We offer discretionary, ongoing portfolio management tailored to each client’s needs. We also offer pension and employee benefit plan consulting services. With our Secure Case Design™ planning process and our practical business model, we provide a 3-dimensional look at your individual, family and business needs through our comprehensive services including Wills, Estate Planning, Trusts, Asset Management, Retirement Planning, and Insurance Consultation. We are dedicated to providing you with these comprehensive services through our family of companies:
- Secure Investors Group, Inc.
- Secure Asset Management, LLC
- Secure Mortgage Funding, L.L.C.
- Secure Tax Services
With our affiliated organizations, we offer much needed tools to those seeking help with their retirement account, or those seeking complex estate and business planning. No one individual’s need is too small to be financially out of reach with our services. Conversely, no one individual’s situation is too complex for us to add value to an already developed estate or business plan. Secure Asset Management, LLC specializes in fee-based financial planning and investment management – we invest our time in you.
Feel free to call us at 248-435-0400 and request to speak a team member of Secure Asset Management
888-693-3583
248-414-1593
2565 W. Maple Road, Troy, MI 48084
1009 S. Superior Street, Albion, MI 49224
© 2025 SECURE FINANCIAL, ALL RIGHTS RESERVED | PRIVACY POLICY NOTICE
All written consent on this site is for information purposes only. Opinions expressed herein are solely those of Secure Investors Group and our editorial staff. Material presented is to be from reliable sources; however, advisory services are offered by Secure Asset Management, L.L.C., a Registered Investment Advisor.
Insurance services offered through Secure Investors Group. Advisory services offered through Secure Asset Management, L.L.C., a Registered Investment Advisor. Tax services offered through Secure Tax Services, L.L.C. Mortgage services offered through Secure Mortgage Funding, L.L.C. Securities offered through Aurora Securities, Inc. (ASI) Member: FINRA/SIPC. The aforementioned companies are all affiliated companies and maintain common ownership. They do not offer legal advice or services.
Advisory services are offered through Secure Asset Management, LLC., a registered investment advisor. For more information about Secure Asset Management, please visit at www.Investor.gov/CRS or click here to view the Firm’s Form CRS.