Team profile


Caring Deeply for Clients

At SecureBridge Wealth Advisors, our approach is rooted in the principles that have guided us from day one—acting with integrity, delivering excellence in every interaction, and caring deeply for the people we serve. These values shape how we build lasting relationships and help clients feel confident about their financial future. While our name may be new, our promise remains the same: to be a trusted partner in guiding you toward your goals and creating a secure bridge to preserve and grow wealth across generations.

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, 2023-2025
  • Roger E Kasch, Forbes Best-in-State Wealth Advisors, 2020-2025
  • Leonard Levitch, Forbes Best-in-State Wealth Advisors, 2019-2025
  • Patrick McAleer, Forbes Best-in-State Wealth Advisors, 2019-2025
  • Patrick McAleer, Ameriprise Ultimate Digital Excellence Award, 2024
  • Roger E Kasch, Ameriprise Ultimate Digital Excellence Award, 2024
  • Chad Dean, Ameriprise Ultimate Digital Excellence Award, 2024
  • Leonard Levitch, Five Star Wealth Manager, 2012 - 2025
  • Patrick McAleer, Five Star Wealth Manager , 2012 - 2015, 2021 - 2025
  • Roger E Kasch, Five Star Wealth Manager , 2012 - 2013, 2015 - 2018, 2021 - 2024

Community participation

Volunteering at the 2025 Angle Tree Collection Site with the Salvation Army
Volunteering at the 2025 Angle Tree Collection Site with the Salvation Army

At SecureBridge Wealth Advisors, giving back isn’t just something we do—it’s part of who we are.

We believe strong communities create strong futures, and we’re proud to roll up our sleeves and make a difference together.

For more than 15 years, our community has rallied behind the Breakthrough One Walk, raising funds to support life-changing research and hope for those living with Type 1 diabetes.

Each holiday season, we host a Central Virginia Food Bank drive, collect canned goods, and celebrate with Family Movie Night. We also support the Salvation Army’s Angel Tree and partner with RAL.

At SecureBridge, community is our promise.

Honored to be recognized in Forbes

All of us at SecureBridge Wealth Advisors are proud to share that our team has been included on the 2025 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.