By Steve Martin Today, the Dow Jones Industrial Average dropped over 700 points. This, on the heels of a week that previously dropped another 700 points. However, sometimes we need to step back to see the forest for the trees.Read more
Advice in Common Language
Straightforward Fees
You deserve to understand what’s happening with your money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At SRQ Wealth, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at SRQ Wealth we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
How to get started.
1. Schedule an appointment
2. Meet with us for a custom listening session
3. Get your personalized strategy
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Financial Planning
We take a comprehensive planning approach with most of our clients, knowing that their needs and goals are likely complex. Learn more
Portfolio Management
Our investment process is rooted in faith, patience, and discipline. Learn more
Insurance Planning
Our team of Insurance Specialists identify risks which could tremendously impair your financial situation. Learn More
Tax Planning
They say the only things certain in life are death and taxes. Learn More
Estate Planning
Have you considered the legacy you want to leave? Your estate can only go to four places. Learn More
Private Trust Services
One of the most important decisions in estate planning is who to name as trustee. Learn More
Connect with an Advisor
Please provide your name and email and we will have an advisor contact you.
Our Core Values
Our Core Values are central to all we do. At SRQ Wealth:
- We make the complex simple – We seek to add value by solving real life problems
- We strive for service excellence – To understand, be attentive and dedicated to following through
- We speak the unvarnished truth – By being transparent, trustworthy & always putting clients’ interests first.
Our financial advisors aim to understand our clients’ goals and, through careful planning, give them confidence that their goals will be met. We strive to help clients enjoy their wealth without worry.
Investment Management
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Group
Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
Our Locations
SRQ Wealth is headquartered in Sarasota, Florida. Contact us today to speak with a wealth advisor or financial professional near you.
Insights
SRQ Wealth’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Market Commentary
Weekly Market Commentary – September 16, 2019Global stocks rallied sharply for the third straight week. The S&P 500 rose 1.0%. The MSCI ACWI index of global stocks rose 1.3%. The Bloomberg BarCap Aggregate Bond Index dropped 1.7% as optimism about future economic growth pushed interest rates higher and bond prices lower. Read more
Monthly Newsletter
Leave Them a Legacy, Not Taxes, with ...The SECURE Act is getting more press attention than retirement accounting has received in… well, probably ever, and was in the news all summer. It’s still being slowly digested by Congress but could change the landscape of retirement finance once it’s enacted. Read more
Blog
Financial Planning Steps to Get Your Student ...By Karin Grablin
As a parent, preparing your student to be successful in college financially is like walking a fine line between supplying enough support and skills for your child to get by without becoming so involved that he/she can’t fully develop as an independent adult. Read more
News
Breaking Down The Basics Of HSAsHealth Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified tax expenditures.
Read More
Video
Quarterly Market Outlook: Q3 2019Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor. Read more
Infographic
Divorce PlanningDivorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more
Blog post
Weekly Market Commentary
- Weekly Market Commentary – September 9, 2019
Global stocks rallied sharply for the second straight week. Stocks have historically performed worse in September than any other month, so the positive performance comes at a welcome time. For the week, the S&P 500 rose 1.8%.Read more
