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Secure Planning
Secure Planning operates as a private wealth manager founded in 1990 and headquartered in Portsmouth, New Hampshire. The firm provides investment advisory...
Secure Planning
Secure Planning operates as a private wealth manager founded in 1990 and headquartered in Portsmouth, New Hampshire. The firm provides investment advisory services built around long-term client partnerships and personalized portfolio management. Its stated client base spans individuals, high-net-worth families, and corporations, though the firm discloses no named principals, no AUM figures, and no identifiable investment vehicles or fund structures on its public website. The firm's published investment posture centers on balanced and disciplined wealth accumulation, estate preservation, and retirement planning. Asset-class allocation details, stage coverage, direct investment activity, and any named co-investors or portfolio companies are absent from available public disclosures. No specific sectors of investment focus, named alternative assets, or geographic concentration beyond its New Hampshire headquarters appear in its web presence or prior research records. Secure Planning's public-facing materials consist of a static corporate website hosting a periodic newsletter and a blog featuring commentary on market conditions, including reactions to the Ukraine conflict between 2020 and 2022. No adjacent entities — such as philanthropic foundations, real-asset arms, or affiliated operating businesses — are disclosed. The firm publishes no team biographies, investment committee rosters, or professional headcounts, and maintains no known LinkedIn presence or recent operational announcements. Structurally, Secure Planning presents as a traditional, low-disclosure RIA or wealth-management practice serving a local and regional client base. Its architecture lacks the family-office hallmarks of a named single-family patron, a multi-generational wealth origin story, or a co-investment club. Governance and succession remain opaque in publicly available materials, distinguishing it from larger institutional allocators or peer family offices that disclose named decision-makers, discrete vehicles, and audited deployment numbers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1990
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Portsmouth
Corporate office
Portsmouth, NH, United States
Frequently asked questions
Who runs investment decisions at Secure Planning?
Secure Planning does not publicly name any investment principals, portfolio managers, or an investment committee on its website or in available records. No executive leadership is identified in prior Altss research or third-party sources. In the absence of public disclosure, the individuals responsible for investment decisions remain unknown outside the firm.
Is Secure Planning structured as a single family office or a traditional wealth manager?
Secure Planning operates as a traditional wealth management company, not a single-family office. It serves external individuals, high-net-worth families, and corporations rather than managing capital for a single named family. It discloses no wealth origin, family patron, or multi-generational governance structure.
Does Secure Planning disclose its assets under management or deployment?
No. Secure Planning publishes no AUM or aggregate deployment figures. Without a public ADV filing, regulatory disclosure, or media citation providing a verifiable number, the firm's total assets under advisement or management remain undisclosed.
What investment products or asset classes does Secure Planning offer?
The firm's website references portfolio management, estate preservation, and retirement planning as core services but does not specify asset classes, fund structures, or product types. No list of direct investments, fund commitments, or sector allocations is publicly available.
Does Secure Planning provide detailed team or professional headcount data?
Secure Planning's public website contains no team page, professional biographies, or headcount data. No alternative public source currently provides a verifiable number of employees or investment professionals associated with the firm.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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