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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

Welcome to SecureBridge Wealth Advisors, where our name embodies our commitment to help guide you toward financial success and more peace of mind.

We believe the wealth management industry will be experiencing a significant generational shift due to upcoming financial advisor retirements within the next decade. In response, SecureBridge Wealth Advisors’ succession plan—developed in close collaboration with our new financial advisors, Chad Dean, John Gerard and Kyle Geblein —can proactively address this transition by emphasizing continuity and a client-first approach.

We are deeply committed to helping ensure our clients’ financial goals remain in capable, steady hands. Our strategy blends emerging talent with seasoned professionals. Our new financial advisors bring fresh perspectives and a strong dedication to personalized service. Representing the future of our industry, these advisors are bright, dynamic, and deeply invested in building long-term client relationships.

By aligning our succession efforts with this new generation of leaders, we ensure our clients benefit from both time-tested expertise and forward-thinking innovation. This plan is not merely about replacing advisors—it’s about evolving our practice to better serve clients today and for generations to come.

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Events

Planned Giving with Donor Advised Funds – Smart Giving, Lasting Impact

A practical look at charitable planning options for individuals and families.

We invite you to an informative session focused on helping you understand how certain charitable giving strategies may fit into your broader financial and estate planning goals.

During this session, we will cover:

  • Managing tax benefits while supporting the causes that matter most to you
  • Use of Donor-Advised Funds (DAFs) to streamline giving and establish a family legacy
  • Generating lifetime income through U.S. Legacy Income Trusts—all while benefiting qualified charities
  • Tax-related considerations when donating appreciated assets such as stock or real estate
  • How charitable giving can align with your long-term planning objectives

Who should attend:
Those looking to make meaningful charitable contributions, plan their estate tax-efficiently, or create long-term philanthropic impact for generations to come.

This session combines insightful planning ideas with actionable tools—so you can give wisely and live generously.

Longevity Tips for a More Durable You

Pamela Wartian Smith, MD, MPH, MS spent her first 20years of practice as an emergency room physician in a level 1 trauma center at the Detroit Medical Center and then 29 years as a functional/personalized medicine specialist. She is an internationally known speaker and author. She also holds a master’s degree in public health with a specialization in toxicology along with a master’s degree in metabolic and nutritional medicine.

Planning for Life’s Big Moments

Join us for an engaging and practical conversation designed to help you navigate key life transitions with clarity and confidence.

This session will explore real-life scenarios and provide financial planning insights around topics such as:

  • Combining finances in relationships
  • Managing divorce or remarriage
  • Planning for education and major purchases
  • Preparing for retirement and healthcare needs
  • Caring for aging loved ones
  • Creating a lasting legacy

Why it matters:
Life is full of transitions—some planned, some unexpected. Being prepared can empower you to take control, support your loved ones, and make confident decisions.

What you'll gain:
Checklists, tools, and thoughtful guidance for every stage—from building a life with a partner to caring for aging parents, and everything in between.

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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.