Risk Control - researching the macroeconomic landscape continually to help investors avoid the situations where loss would disrupt their lifestyles

Creative - Stepping out of the status quo to locate unique and timely investments to enhance portfolio performance without adding undue risk

Research - is one of the greatest values to our clients. Continual and careful attention to the rapidly changing investment and economic universe is a must for investors

Real Wealth – Peace of Mind is Real Wealth

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As an independent Local boutique asset manager and investment adviser, Secure Retirement can provide the depth and consistency of relationship today’s investor needs and deserves. We focus on the needs of those wanting to eliminate the unnecessary risk inherent in most investment portfolios, especially for the money earmarked for retirement.

This Time is Different!

2019 Annual Client Appreciation Presentation

Click Here to view the slide Presentation


Defensive Growth Portfolio Allocations-July 2020

Click Here to view the Presentation

1st Quarter (Q1) 2020
Conference Call

Featuring Richard Morey,
President of Secure Retirement

Click here to listen


Investment Portfolios

At Secure Retirement, our view of a conservative investment product differs considerably from that of other asset managers. Many label their products as “conservative”, but their asset allocation and buying thresholds are certainly.

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Upcoming Events

Optimize Your Investment Portfolio Seminars

There is a balance for a retirement portfolio that must include safety and growth.
Our seminars are about the strategy and tools for achieving this balance. Learn from a macroeconomics expert and portfolio manager.

Modern Retirement Essentials Workshops

We frequently offer FREE 2 hour workshops that deal with specific information to support your health and wealth in retirement.
Paying for healthcare, Social Security and Income needs as well as Managing Investment Risk and Planning for Long Term Care are some of the topics that we cover.

Latest Publication


21st Century Retirement Solutions

21st Century Retirement Solutions provides information and tools for people who are anticipating financial issues such as longevity, risk to your lifestyle, family needs like survivorship, potentially large out of pocket healthcare expenses.

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About Richard

Richard began his financial services career as an advisor in the Monterey Bay region of California, where he used Efficient Set Theory to create and manage institutional investment portfolios.

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About Jeff

Jeff is a specialist in the field of retirement security planning, with over 30 years of experience in the financial services industry. A cornerstone of his philosophy is an emphasis on safe investing strategies.

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Contact Us

18 Crow Canyon Court, Suite 325
San Ramon, CA 94583
P: 925-855-4300
F: 925-855-4630