FREQUENTLY ASKED QUESTIONS

 

Let’s Make Your Experience Effortless.

Below you’ll find helpful information about your trip, policies, and services to assist you as you prepare for your journey with EP Wealth Advisors. If you have additional questions, please contact your planner — we’re here to ensure every part of your trip is seamless from start to finish.

Before My Trip

Weather conditions will be warm (high 70s - 90s), so be sure to pack comfortable clothing. Here are a few item recommendations:

  • passports *REQUIRED*

  • toiletries, medications (do not pack medication in checked baggage, keep it with you in a carry-on or personal item)

  • swimsuit, sunscreen, hat

  • comfortable sneakers/tennis shoes, socks, flip flops/sandals & dress shoes for dinner

  • shorts, capris

  • long pants, slacks

  • bathing suit wrap/cover-up

  • dress shirts/collared shirts, blouses

  • phone, laptop, chargers

  • credit/debit cards for personal expenses

Currently there are no vaccinations required to travel to Mexico.

Yes. You must have a passport valid through March 5th, 2026. If your passport will expire before March 5th, 2026, please renew before the trip (plan for 60-90 days to renew a passport). If you don’t have a passport, start the process now (it can take 3-6 months to get a passport).

EP Wealth will cover the cost of round-trip coach airfare from/to Home to Cabo, 5-day, 4-nights' accommodations at the Secrets Puerto Los Cabos Golf & Spa Resort, tips to the hotel staff for porterage and housekeeping, transportation to/from the San Jose del Cabo International Airport, Welcome Reception, EP Wealth Group Adventure Excursion, and Farewell Group Dinner Reception.

Additional perks at the hotel include:

  • Daily Meals and Drinks

  • In Room Dining

  • In Room Bar and Snacks

  • Wifi/Internet

Accommodations

Please review the resort's dress code below and follow these guidelines for restaurant dining:

Casual Restaurants: Oceana or Seaside

  • long shorts or capri pants

  • sneakers, tennis shoes, or sandals

  • no sleeveless shirts or tank tops for men

  • bathing suit wrap or cover-up for women

Casual Elegance Restaurants: Portofino, Bordeaux, El Patio & Himitsu

  • long pants required for men

  • sneakers, tennis shoes, or dress sandals

  • dress shirts with short sleeves or collared shirts

  • no sleeveless shirts, tank tops, or flip flops

Formal -

  • men: long pants, collared shirts, dress shoes

  • women: blouses, skirts, slacks or dresses, and dress shoes

Details on the optional excursions are available on the OPTIONAL EXCURSIONS. For bookings, please contact Brantley at bwren@wrenintl.com.

Yes. You have the option of extending up to 3 days either pre or post trip. Please reach out to Brantley for more information.