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 18 years of industry experience. He has worked at Howard Capital Management, Inc., Wealth Watch Advisors, LLC, and Retirement Wealth Advisors, and has operated Ehrlich Financial Group Inc. since 1997. Ehrlich independently sells life insurance and annuities through his insurance business. Secure Wealth serves individuals, corporations, charitable organizations, and retirement plans, managing approximately $113 million in discretionary assets. The firm emphasizes structured notes with downside protection and uses a combination of fundamental, technical, and modern portfolio theory methods, while also providing financial planning and retirement-plan advisory services.

Renan Guillou is a financial advisor at Secure Wealth, Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at Secure Wealth, Howard Capital Management, Wealth Watch Advisors, and First American National Investment Advisors. Guillou also operates as an insurance agent through his sole proprietorship and owns Rise Financial, Inc. Secure Wealth serves individuals, corporations, charitable organizations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes structured notes with downside protection and uses a combination of fundamental, technical, and modern portfolio theory methods across client portfolios.

Brian Kelca is a financial advisor at Secure Wealth, Inc. with 31 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at Empirical Wealth Management, Confidence Wealth Management, and Pacific Life Insurance Company. Kelca also receives trail income from previous health insurance sales. Secure Wealth serves individuals, corporations, charitable organizations, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes structured notes with downside protection and employs a combination of fundamental, technical, and modern portfolio theory approaches across client portfolios.

Menelaos Fotiou is a financial advisor at Secure Wealth, Inc. with one year of industry experience. He holds a Series 65 designation and has been the owner of Olympic Golden Retirements LLC since 2001, where he focuses on life insurance, annuities, long-term care, and retirement income planning. Secure Wealth serves individuals, corporations, charitable organizations, and retirement plans, managing approximately $113 million in discretionary assets. The firm emphasizes structured notes with downside protection and uses a combination of fundamental, technical, and modern portfolio theory approaches across client portfolios.