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ERX Premier






ERX Premier  


"Somewhere between the bottom of the climb and the summit is the answer to the mystery why we climb"

Greg Child







Elevate Your Private Wealth Experience


Welcome to ERX Premier, the epitome of personalized service at ERX Wealth Partners. We are  excited to introduce our exclusive Lifestyle Services, a testament to our commitment to excellence and client satisfaction. Embark on a journey with us where sophistication meets bespoke solutions, ensuring every facet of your financial experience is managed with unparalleled precision and detail.





- Global Travel Health & Wellness Insurance - 


Comprehensive Protection for the Discerning Traveler







  • Elite Coverage with Penn Passport: Experience top-tier insurance solutions providing 24/7 global access and expert advice.
  • 24/7 Health Advocacy: With Penn Passport, gain the confidence of round-the-clock health advocacy and facilitated care from a globally acclaimed academic medical center.
  • Dedicated Penn Medicine Physician: Benefit from a personalized approach with a dedicated physician coordinating care both at home and internationally.
  • Membership Options: Choose from individual, couple/family, or corporate memberships tailored to your needs.

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- Cyber Security and Identity Protection -


Safeguarding Your Digital Life







ADVANCED CYBER SOLUTIONS: Secure your digital assets and personal & business information with cutting-edge cyber protection solutions in today's digital-centric world.

Please note: Nearly half of Americans were victims of identity theft in 2020. Many specialized insurance carriers include some level of coverage for cyber-related incidents on homeowners policies. This may address the loss of data related to a virus or malware, funds stolen from a financial account, or damages related to online libel or slander. However, coverage amounts are often limited to $10,000 or less, leaving potential gaps in coverage.

An MMA personal risk advisor can recommend appropriate cyber insurance solutions based on your extraordinary lifestyle.

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 - Master Automobile Concierge -


Automotive excellence with Rick Addeo



Expert Insights with Rick Addeo: Immerse yourself in the world of automotive excellence with Rick Addeo, a distinguished authority in the automobile industry. With a remarkable career spanning over 40 years, Rick has held pivotal roles including Vice President, Executive Manager, and General Manager at some of the most prestigious automotive franchises. His expertise is not just in leadership but also in providing high-end consultation and meticulous evaluation for both personal and fleet vehicles. Rick's deep understanding of the automotive landscape, combined with his network of elite industry connections, positions him uniquely to offer discerning clients unparalleled guidance. With Rick, expect nothing less than exceptional insights and unmatched value in your automotive endeavors, whether you're a connoisseur of luxury cars or managing a sophisticated fleet.

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Please note: This launch marks our dedication to providing holistic, customized solutions that address every aspect of your lifestyle and financial success. At ERX Wealth Partners, we offer more than just a service; we deliver an unparalleled standard of care and excellence that redefines your unique considerations.

Disclaimer for Concierge Services:

Please note that the concierge services provided through ERX Wealth Partners are facilitated by external partners and are not part of Mutual Advisors, DBA ERX Wealth Partners, or Mutual Advisors LLC. These services are offered through independent third parties and are separate entities from our financial advisory and wealth management services. Mutual Advisors, DBA ERX Wealth Partners, and Mutual Advisors LLC assume no liability for the concierge services provided by these external partners. Clients are encouraged to perform their due diligence when engaging with these external concierge services.