Privacy Policy

Secure WPG (“us”, “we”, or “our”) operates (the “Site”). This page informs you of our policies regarding the collection, use and disclosure of Personal Information we receive from users of the Site.

We use your Personal Information only for providing and improving the Site and our product offerings and services. By using the Site, you agree to the collection and use of information in accordance with this policy.

Information Collection And Use

While using our Site, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you. Personally identifiable information may include, but is not limited to your name (“Personal Information”).

Log Data

Like many site operators, we collect information that your browser sends whenever you visit our Site (“Log Data”).

This Log Data may include information such as your computer’s Internet Protocol (“IP”) address, browser type, browser version, the pages of our Site that you visit, the time and date of your visit, the time spent on those pages and other statistics.

In addition, we may use third party services such as Google Analytics that collect, monitor and analyze this data. See “Do You Use Cookies” section for more data.


We may use your Personal Information to contact you with newsletters, marketing or promotional materials and other information.

Do You Use Cookies

 Yes, but our cookies don’t contain any personal information. We use them to help you make using our website easier, such as:

  • To remember your country and language preferences
  • To deliver information that matches your interests
  • To help us understand our audience and traffic patterns
  • To let you automatically log into programs and parts of our site that require membership
  • To manage and present site info displayed on our website that will be specific to you

We also use Web Beacons to collect non-personal data on how you use our site, such as how long did you visit our page, what web browser you’re using, what’s your operating system, and who’s your Internet service provider. In addition we also use Google Analytics data and the DoubleClick cookie to serve ads based on a user’s prior visits to our website and interests. This data is collected from thousands of site visits and analyzed as a whole. This helps us build a better website to match our visitors’ needs.

Web Beacons: We may also place small “tracker gifs” or “beacons” on many of the pages on our website, in online advertising with third parties, and in our emails. We use these beacons, in connection with Cookies, to collect non-personal data on the usage of our site including but not limited to the date and time of the visit, the pages visited, the referring web page, the type of browser (e.g., Internet Explorer, NetScape), the type of operating system (e.g., Windows, Linux, or Mac), and the domain name of the visitor’s Internet service provider (e.g., AOL). This information is collected about thousands of site visits and analyzed as a whole. This information is useful in, for example, tracking the performance of our online advertising such as online banner ads and to determine where to place future advertising on other websites.

Disabling Cookies and Beacons: If you are uncomfortable with the collection of such information through the use of Cookies and Beacons, we recommend disabling these features through your browser preferences, though please understand this will limit the performance and functionality of our Company’s website. Your browser documentation should provide specific procedures for disabling cookie and beacon support.

You may also opt out of the DoubleClick cookie by visiting the Google advertising opt-out page.

Or you may opt out of Google Analytics by visiting the Google Analytics Opt-out page.


We use Google Analytics’ 3rd-party audience data such as age, gender, and interests to better understanding the behavior of our customers and work with companies that collect information about your online activities to provide advertising targeted to suit your interests and preferences and for use with retargeting campaigns. For example, you may see certain ads on or other websites we contract with Google and other similar companies to target our ads based on information we or they have collected, including information that was collected through automated means (such as cookies and web beacons). These companies also use automated technologies to collect information when you click on our ads, which helps track and manage the effectiveness of our marketing efforts.

You may edit or opt-out your Google Display Network ads’ preferences here.

  • Third-party vendors, including Google, show you ads on sites on the internet.
  • Third-party vendors, including Google, use cookies to serve ads based on your prior visits to the Site.

 Other Advertising:

We use technologies, such as cookies, to customize content and advertising, to provide social media features and to analyze traffic to the site. We also share information about your use of our site with our trusted social media, advertising and analytics partners, which are used for Facebook advertising purposes. You can opt-out of these ads by following the steps in this article:

You can also visit Facebook’s advertising opt-out page at:

Cookies are files with small amount of data, which may include an anonymous unique identifier. Cookies are sent to your browser from a web site and stored on your computer’s hard drive.

Like many sites, we use “cookies” to collect information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Site.

Affiliate links

Occasionally you may have clicked on one of Secure WPG’s affiliate links and signed up or bought something via that link. In this case, the person or organization in charge of the affiliate link will have the information that you have submitted. This may be your email address, name, address, or whatever else they asked you. If you have signed up for bought something from Secure WPG via an affiliate link, please check the privacy policy on their site.


The security of your Personal Information is important to us, but remember that no method of transmission over the Internet, or method of electronic storage, is 100% secure. While we strive to use commercially acceptable means to protect your Personal Information, we cannot guarantee its absolute security.

Changes To This Privacy Policy

This Privacy Policy is effective as of 1/01/2019 and will remain in effect except with respect to any changes in its provisions in the future, which will be in effect immediately after being posted on this page.

We reserve the right to update or change our Privacy Policy at any time and you should check this Privacy Policy periodically. Your continued use of the Service after we post any modifications to the Privacy Policy on this page will constitute your acknowledgment of the modifications and your consent to abide and be bound by the modified Privacy Policy.

If we make any material changes to this Privacy Policy, we will notify you either through the email address you have provided us, or by placing a prominent notice on our website.

Contact Us

If you have any questions about this Privacy Policy, please contact us.Terms & Conditions |

Secure Wealth Planning Group
Based on 16 reviews
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Jorge Recio
Jorge Recio
13:37 14 Jun 21
Working with Richard and Samara has been a very rewarding experience. Richard's personalized approach ensures that you get the investment option that better suits your needs. They follow-up on everything and walk with you every step of the way. Their professionalism and kindness makes very comfortable, I am glad I met them.
Nelia Cabug
Nelia Cabug
18:11 02 Jun 21
For any assistance on our financial concerns, Secure Wealth Richard & Samara has been so diligent in responding to attend to our need. They immediately took care of my concern in their expertise professionally & handled a situation responsibly. Truly appreciate you guys as always.
Frank Arcia
Frank Arcia
20:57 25 Mar 21
I'm delighted to share my positive and professional experience with Secure Wealth Planning. It's critically important to choose wisely your financial planners and a team of professionals you can genuinely trust. The human touch and true understanding of one's needs and goals were captured from the onset when I met Richard Ehrlich and later Samara, providing amazing support, educated suggestions of where to invest plus a clear understanding of their process and winning financial system. I'm not one to easily provide reviews and have dealt with numerous financial institutions and top investment firms over the last 20+ years of my professional career. It was long overdue to settle with a valued and respected financial planning firm to manage my investments and retirement planning for a promising future I can happily live with and accept with complete confidence. If you truly value your nest egg and want it to grow properly, I'd highly recommend Secure Wealth Planning as your trusted financial partner. Good Luck and All the Best, Frank Arcia
Celso Schinner
Celso Schinner
02:29 13 Mar 21
Richard Ehrlich has been an excellent investment advisor for me. He was able to explain to me in very clear ways how the financial market works , what are the best options available to my situation and how to minimize the real threats when the financial market gets crazy. There are simply too many variables and things I didn't even know about , and Richard is helping me understand the big picture, and how to protect and make your investments grow. Thanks !
Joanie Hamilton
Joanie Hamilton
14:50 24 Jan 21
Such an amazing experience that was handled with patience and care!
Seth rieback
Seth rieback
21:46 25 Jun 20
I have been a client of Richard's for the past five years and I highly recommend him. He thoroughly explains all of your investment options for a maximum return with minimum risk. he is always available to answer any questions you may have and I trust him completely!
Nicole Turetsky
Nicole Turetsky
18:48 16 Jun 20
Being a conservative do it yourself’er we were always on the lookout for interesting investments and safe harbors for our accumulated wealth. We heard Richard Erlich speak at a dinner we were invited to a few years ago. We always try to dodge these dinners but this one seemed interesting, so we decided to listen. Richard explained his product clearly and without a push. He seemed sincere and extremely professional in his presentation and we decide to visit his office to have some of our questions answered. We felt a level of trust we had not felt in other wealth managers in quite a while. We decided to invest a little and see how the relationship would develop. Richard has become a trusted advisor, which for us is a big deal, since we have and still do guard our portfolio with the upmost care. Since our initial investment we have continued to add to our portfolio with Richard. We enjoy speaking with him and getting updates on products or current standings and look forward to continued growth in our portfolio as well as our friendship.
Gary Mora
Gary Mora
13:39 10 Jun 20
We have been with Secure Wealth Planning Group and have always had a great experience. Richard E. has done an excellence job setting-up and managing our retirement investment accounts. I highly recommend this SWPG to anyone who wants help with their investments.
Gary Litman
Gary Litman
01:23 09 Jun 20
Secure Wealth Planning Group's Richard Ehrlich is very personable, knowledgeable and professional. He has taken time to review my previous portfolio and present a comprehensive retirement plan for me and my wife. I highly recommend him.
Blossom McLean
Blossom McLean
21:34 03 Jun 20
Very professional.. cares a lot .Excellent personality along with efficiency . Results exceptional
Frederick Bates
Frederick Bates
19:18 02 Jun 20
Rich has been managing my investment portfolio for the last 9 years. He has always been very professional, responsive and caring. I would highly recommend.
robert mednick
robert mednick
18:51 02 Jun 20
I have been dealing with Secure Wealth Planning Group, Richard Ehrlich since 2016. I only have good results from dealing with him. Richard is always responsive to my many calls and answers or looks into my inquires. In fact I stopped by his office today and went over a yearly statement with him. It is very comforting to be able to sit down and go over(review) my annual statements and my annual index investment choices. Continue the good work.
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