Family Office

Secure Wealth Planning Group (SWPG)

Secure Wealth Planning Group is a US wealth management firm founded in 1997 by Richard Ehrlich and based in Boca Raton, Florida.

Assets Under Management

$50M-$250M

Headquarters

Boca Raton, Florida

Website

securewpg.com

Decision-makers

Richard Ehrlich

Founder, President & Managing Partner

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