Secure Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Secure Wealth provides investment advisory and financial planning primarily to individual and high‑net‑worth clients, delivering discretionary portfolio management and tailored financial plans. The firm reports managing structured‑note portfolios as a core service and supervises roughly 200+ client accounts with discretionary assets under management in the low hundreds of millions.
The firm’s investment approach centers on structured notes designed to produce returns with downside protection, using detailed analysis of the notes’ underlying assets and a gradual, diversified implementation across different underliers, entry points, and time frames. Secure Wealth employs several analytic methods—including fundamental and technical analysis and elements of modern portfolio theory—and generally manages client accounts on a discretionary basis while also providing comprehensive financial planning services.
Several features distinguish the firm from many peers: the principal maintains a licensed insurance practice and earns commissions on insurance products and referral fees for tax‑planning introductions; the firm’s leadership also operates a structured‑note tracking platform and holds educator credentials that support client education and workshop activity. Secure Wealth also uses both flat fee billing for structured‑note management and performance‑based fee arrangements with hurdle and high‑water‑mark mechanics, arrangements and affiliations the brochure identifies as potential conflicts the firm addresses through disclosures and internal policies.
Client services
Occupation focus
Fee options
$0+: 2% annually flat fee on structured notes based on value of the note (0.1667% monthly) $0 - $1,099,999.99: 2% annual management fee with 20% performance fee above 12% hurdle (Accredited Clients) $1,100,000+: 0% management fee with 60% performance fee above 12% hurdle (Qualified Clients)
Commissions on insurance products sold by Richard Ehrlich (sole owner); no performance-based fees received by the firm except as disclosed in Item 5.
20% performance fee (Accredited Clients) and 60% performance fee (Qualified Clients) on capital appreciation exceeding 12% hurdle rate with high-water mark.
Account minimum: $250,000
Main office
See office7280 W. Palmetto Park Road, Suite 201 N
Boca Raton FL 33433
Advisors at this office
1
Offices (3)
Most active in
California · Florida · North Carolina
Also doing business as
Secure Wealth Planning Group · Secure Wealth, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Richard E
Series 63, Series 65
Boca Raton, FL
Secure Wealth, Inc.
Richard Ehrlich is a financial advisor with Secure Wealth, Inc. in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Secure Wealth since 2017 and has prior experience with Howard Capital Management, Wealth Watch Advisors, and Retirement Wealth Advisors. Ehrlich is also the owner and president of Ehrlich Financial Group, where he independently sells life insurance and annuities. Secure Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management and tailored financial plans. The firm specializes in managing structured-note portfolios using a combination of fundamental and technical analysis and modern portfolio theory, and it supervises over 200 client accounts with discretionary assets under management in the low hundreds of millions.
Renan G
Series 65
Raleigh, NC
Secure Wealth, Inc.
Renan Guillou is a financial advisor with Secure Wealth, Inc. in Raleigh, NC, holding a Series 65 designation and nine years of industry experience. He has worked with Secure Wealth since 2019 and has prior experience at Wealth Watch Advisors and First American National Investment Advisors. Outside of advisory work, he operates as a sole proprietor insurance agent and owns Rise Financial, Inc. Secure Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management and tailored financial plans. The firm specializes in managing structured-note portfolios with an investment approach that emphasizes downside protection through diversified, analytic-driven implementation.
Menelaos F
Series 65
Burlington, NC
Secure Wealth, Inc.
Menelaos Fotiou is a financial advisor at Secure Wealth, Inc. with two years of industry experience. He holds a Series 65 designation and has owned Olympic Golden Retirements LLC since 2001, a business focused on life insurance, annuities, long-term care, and retirement income planning. Secure Wealth primarily serves individual and high-net-worth clients with discretionary portfolio management and tailored financial plans. The firm specializes in managing structured-note portfolios that emphasize downside protection through diversified strategies and detailed asset analysis.
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