Our Company Since 1996, we’ve been a reliable, valued resource for our clients’ financial needs, providing independent, objective advice from college planning to estate settlement and everything in between. The financial world may seem complicated and overwhelming, but we make even the most complex solutions easy to understand and implement.Over the years, we’ve earned our clients’ trust through a simple approach: being accessible and responsive when our expertise is needed, always putting our clients’ interests first when providing advice, and following through on the commitments we make. Over time, relationships grow and our clients feel like family.We often work with multiple generations within families, supporting each through their changing needs as they move through every stage of life. We help young family members get on the path to long-term security with an early start. Their parents develop confidence and clarity as they plan for retirement. And the entire family is not alone when facing the inevitable challenges associated with aging and estate issues after a life well-lived.We’ve positioned SecurEstate to provide continuity of planning for many decades to come, as the firm’s founder, Chuck Werckenthien was joined by daughter Lauren in 2017. Today, both generations of our family business are here to support your financial planning needs.Click here to learn more about our service.