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.
Trey J. Alderson-Cloutier
Founder | CEO
Secure Wealth Advisors, Inc.
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Kip Kemboi
Wealth Strategist
Secure Wealth Advisors, Inc.
Scott Taubman
Senior Wealth Strategist
Secure Wealth Advisors, Inc.
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Dan Milette
Tax Free Retirement Specialist
Secure Wealth Advisors, Inc.
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Davion Clark
Wealth Strategist
Secure Wealth Advisors, Inc.
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.
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Get in Touch
209 N Moss Road
Ste 203
Winter Springs, FL 32708
215-565-5571
