Financial Advisors
Boca Raton, FL
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.
Ideal for: High-net-worth individuals with concentrated stock positions, business owners and executives, recent business sale proceeds holders, inherited wealth managers
Service area: Boca Raton and South Florida
Fiduciary Standard: Operates as a Certified Financial Fiduciary, legally bound to act in clients' best interests at all times, ensuring recommendations prioritize client goals over firm commissions.
Specialized Concentrated Position Expertise: Serves clients with significant equity concentrations from stock compensation, business sales, or inheritance with tailored hedging and monetization strategies to reduce risk and optimize value.
Proprietary Epic Notes Strategy: Sole firm offering Epic Notes, a unique approach to generate fixed-income from traditional stocks while limiting downside risk—a strategy not available elsewhere in the market.
Address: 7280 W Palmetto Park Rd, Boca Raton, FL 33433
Phone: (561) 340-2667
Website: securewpg.com
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