About Us
Our Mission
A Holistic Approach
Become Informed
At Secure Wealth Management LLC, our mission is to empower our clients with the clarity and confidence to navigate their financial future. We are committed to crafting personalized strategies that lead to retirement security, ensuring peace of mind and lasting prosperity for generations to come.
Become Informed
A Holistic Approach
Become Informed
Come in for your no cost reports on:
Social Security Optimization
Total Retirement Tax Bill
Income Analysis
Legislative Risk
Medicare Obligations (IRMAA Report)
Retirement Outlook Report
A Holistic Approach
A Holistic Approach
A Holistic Approach
At Secure Wealth Management LLC, we take pride in partnering with Educational Non Profit Organizations to be able to offer a holistic approach to retirement. We believe balance between asset allocation and the strategic design along side education gives us an advantage for our clients that are approaching retirement that other firms do not offer.
Our Team
Matthew N. Rose
Matthew N. Rose has been a financial planner since 2000. As the
son of a jeweler, Matt’s attention to detail is impeccable. His
beginnings helping the Unions members have a better
fundamental understanding of the importance of financial
education, gave Matt a diverse experience that propelled him into
becoming a great financial educator. Matt carried these skills on
with him throughout his financial planning career helping
thousands in their personal lives as well as many business owners
in his community. Matt has become an excellent listener and
utilizes his years of experience and strategic partnerships he has
created with other financial educators over 18 years to help pass
the knowledge and experience on through his financial education
classes. Matt believes in T.E.A.M work! (Together Everybody
Achieves More) What sets Matt apart is his ability to relate what
is sometimes difficult information to understand, into clear,
understandable, terms that anyone can understand no matter
what their financial competency level. Matt has a passion for
education and loves to see people learn. Matt has been a
contributing author to several financial books such as Safe Money
and from Zero to Hero and has donated countless hours to
helping end the illiteracy of financial education in the
communities he reaches.
Matt is a father of three daughters. He enjoys outdoor activities
such as hiking, swimming, sailing, climbing, biking, camping,
archery, hunting and fishing, and watching Lions Football.
Jeremy Bryant
Jeremy is the President and Senior Financial Consultant at Breese Financial Group LLC, where he has been helping clients achieve financial freedom since June 2010. With a unique approach to the financial services industry, Jeremy specializes in uncovering wealth transfers and financial inefficiencies, allowing clients to find money they are losing unknowingly and unnecessarily. His mission is to help individuals properly build and maintain their wealth and legacy through comprehensive education and planning in financial management, estate planning, and tax planning.
Jeremy's services include healthcare guidance, retirement planning using a True Asset Allocation approach, risk management, life insurance, long-term care solutions, and disability and critical illness programs. He also provides business solutions such as retirement plan design, management, and tax planning.
With a B.A. in Science (Liberal Arts with a Pre-Med emphasis) from Saint Anselm College, where he graduated Magna Cum Laude, Jeremy is a well-educated and seasoned professional. He is a Registered Investment Advisor Representative and holds insurance licenses in multiple states, including NC, SC, VA, NH, PA, MO, WI, FL, OH, GA, and LA.
Originally from New Hampshire, Jeremy now resides in China Grove, NC, with his wife Camden and their four children: Beckett, Reese, Gracin, and Aunna. In his spare time, Jeremy enjoys outdoor activities such as sports, hiking, camping, hunting, and fishing.
Andrea Rose
Andrea has been an RN for 15 years and is well rounded experience in many fields of nursing. She has been a case manager for the Valley Health System in Las Vegas, NV for 6 years and also have experience in rehab, post-acute and long-term settings and care/case management as well as workman's compensation. She is very motivated in her career and is always striving to improve and better herself. “I pride myself in my work ethic and how much I care about patients by helping them achieve the best possible outcomes"