Secure Wealth Planning Group

Secure Wealth Planning Group, founded by Richard Ehrlich, is a fiduciary financial advisory firm specializing in tax-efficient wealth planning, equity risk management, and concentrated position strategies. They serve high-net-worth individuals and business owners with tailored solutions including estate planning optimization, hedging strategies, monetization approaches, and their proprietary Epic Notes strategy for generating fixed-income from traditional stocks. The firm distinguishes itself by acting as a Certified Financial Fiduciary and focusing on mathematically sound, personalized plans rather than one-size-fits-all approaches.