Advisor at Secure Wealth, Inc.
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Firm
Secure Wealth, Inc.
Location
Boca Raton, FL 33433
Credentials
Series 63, Series 65
Industry experience
18 years
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.
Based on Secure Wealth, Inc.
Based on Secure Wealth, Inc.
2% annually (flat fee) based on the value of structured notes, charged monthly at 0.167% of AUM
Account minimum: $250,000
7280 W. Palmetto Park Road, Suite 201 N
Boca Raton, FL 33433
California · Florida · North Carolina
Howard Capital Management, Inc.
2019 - Present (7 years)
Wealth Watch Advisors, LLC
2019 - 2020 (1 year)
Secure Wealth, Inc.
2017 - Present (9 years)
Retirement Wealth Advisors
2016 - 2017 (1 year)
Ehrlich Financial Group Inc.
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®
Boca Raton, FL
Advise Financial
With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.
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