Build Wealth. Leave a Legacy.

At Secure Wealth Advisors, we simplify the path to generational wealth, helping you create a lasting legacy for your family. Our experienced team guides you clearly and confidently, putting your family's financial future first.

Book a Complimentary Consultation

Our
Story

Get to Know Us

Our mission is simple: help everyday people build generational wealth and eliminate debt using proven financial strategies. With decades of experience, we make complex decisions clear and simple, empowering you to take control of your financial future.

At Secure Wealth Advisors, your goals are our mission.

Our Team.

With 65+ years of combined financial expertise, Secure Wealth Advisors puts your family first. We're dedicated to building generational wealth, eliminating debt, and optimizing your life insurance and annuities, guiding you confidently toward financial freedom.

LEARN MORE ABOUT TREY

Trey J. Alderson-Cloutier

Founder | CEO

Secure Wealth Advisors, Inc.

Kip Kemboi

Wealth Strategist

Secure Wealth Advisors, Inc.

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Scott Taubman

Senior Wealth Strategist

Secure Wealth Advisors, Inc.

Dan Milette

Tax Free Retirement Specialist

Secure Wealth Advisors, Inc.

Davion Clark

Wealth Strategist

Secure Wealth Advisors, Inc.

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Our Carrier Partners

As independent brokers, we work with top carriers nationwide, giving you more options to find the best strategies for you and your family.

How it Works

Step One

Book a Consultation Appointment

No matter if you're trying to eliminate debt, start saving for retirement, or looking to diversify your portfolio, our team has you covered. Book a no-obligation virtual consultation appointment with us to see exactly what you need.

Step Two

Book one of our Services

After fact-finding, one of our experts will invite you to book a follow-up session to explore personalized strategies based on your financial situation.

Step Three

Take Action

Once your strategy is in place and terms are set, it’s time to take action. Wealth doesn’t happen by accident—it takes courage, commitment, and follow-through. At Secure Wealth Advisors, we’re with you every step of the way.