Effective Game Plan


Advice in Common Language


Straightforward Fees

Download one of our free resources.

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)?

Next

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.

First Name*

Last Name*

Email*

Phone Number*


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

Website_Graphics-31

Financial Planning

We take a comprehensive planning approach with most of our clients, knowing that their needs and goals are likely complex. Learn more

Website_Graphics-34

Portfolio Management

Our investment process is rooted in faith, patience, and discipline. Learn more

Website_Graphics-33

Insurance Planning

Our team of Insurance Specialists identify risks which could tremendously impair your financial situation. Learn More

Website_Graphics-35

Tax Planning

They say the only things certain in life are death and taxes. Learn More

Website_Graphics-36

Estate Planning

Have you considered the legacy you want to leave? Your estate can only go to four places. Learn More 

Website_Graphics-39

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.

First Name*

Last Name*

Email*

Phone Number*


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.

Keep Reading

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.

Read more

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.

Read more

Our Locations

SRQ Wealth is headquartered in Sarasota, Florida. Contact us today to speak with a wealth advisor or financial professional near you.

Read more

Insights

SRQ Wealth’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

slowed reopening
Market Commentary
Market Commentary: Markets See Huge Boost as ...

The S&P 500 wrapped up its best quarter since 1998, gaining 20.5%, amid a strong employment report and continued concerns as the United States and the world posted a record number of coronavirus cases.

Read More
Debt reduction, financial planning
Monthly Newsletter
Paying Off Debt: As You Work Toward ...

Debt consolidation and repayment takes up a lot of America’s bandwidth. You can’t watch TV, especially daytime TV, without seeing at least one advertisement promising you freedom from debt – call now! These gimmicks are hit-and-usually-miss, but the sheer ubiquity of this conversation tells us it’s on everyone’s mind.

Read More
Video
Tax Planning in 2020: What to Expect This ...

With all the questions surrounding tax filing for 2020 and beyond, learn what you need to know about funding retirement accounts before July 15 and how retirees should handle the changes from new legislation. Click Here to Watch the Webinar

Read More
SECURE Act, retirement preparation
Blog
6 Planning Opportunities for 401(k)s in Light ...

By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.

Read More
News
3 Roth Conversion Traps To Avoid After The ...

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

Read More
Infographic
10 Tax Planning Tips Your CPA Might Have ...

There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic

Read More
Blog post
  • Teaching Kids about Money from Childhood Through Adulthood

    Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you model it for them. Read more

Weekly Market Commentary
  • Market Commentary: S&P 500 Dips as COVID-19 Cases Surge

    The daily total for new virus cases topped 40,000 as a resurgence in the South and Southwest pushed new cases to an all-time-record high. Some states are reporting record hospitalizations and pausing or reversing reopenings. Initial unemployment claims, as shown in Figure 1, remain close to 1.5 million.Read more