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

      Market Commentary
      Market Commentary: Job Surveys Show Conflicting Data; ...

      The employment report released last week may have raised more questions than it answered. The establishment survey, which surveys businesses, showed only 199,000 jobs were created, missing expectations of 400,000 (Figure 1). The household survey gave a very different picture. Unemployment fell to 3.9%, employment rose by 650,000, and 170,000 people joined the labor force. The gap is partly reconciled by reports new businesses are being formed at a rapid pace and the usually more accurate establishment survey isn’t keeping up with the underlying changes.

      Read More
      Video
      New Tax Legislation for 2022

      Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, as he covers the new tax legislation for 2022.

      Read More
      Blog
      The Opportunity in Change: How Changing Goals ...

      During the pandemic, my family moved into a new house. We weren’t planning on moving, but that didn’t stop us from participating in the pandemic housing boom. But we did so at a time where the kids weren’t yet out of school, so for about three weeks, we owned two homes. Instead of having to take out home equity or get a bridge loan, we were able to put a down payment on the second home and be OK for those three weeks.

      Read More
      Tax-Loss Harvesting
      Monthly Newsletter
      Any Time is Tax-Loss Harvesting Time

      Published by Kevin Oleszewski As the end of the year approaches, we start to think more and more about our tax picture. What boxes can we check to reduce our taxable income? Tax-loss harvesting is one such approach. A tax-efficient way to rebalance your portfolio, tax-loss harvesting can help you offset earnings and get back to your target allocation. Tax-loss harvesting is traditionally thought of as an end-of-year event, because it can help you minimize your tax bill.

      Read More
      Blog post
      • Expand Your Charitable Reach

        As a kid, Zachary Conway’s financial advisor father tried to instill good savings and charitable habits. Conway, founder and CEO of Seeds Investor, recently told the Framework podcast team about how that worked. When he got his monthly allowance, he divided it up among several containers: one for savings, one for spending and and one for charity.Read more

      Weekly Market Commentary
      • Market Commentary: S&P 500 Finishes Second Year of Pandemic 28.7% Higher Than It Started

        2021 was a very happy year for U.S. stock investors. The S&P 500 finished the second year of a pandemic 28.7% higher than it started the year. Other countries did not do as well. The MSCI ACWI, which includes U.S. stocks, rose 18.5% in 2021. Those returns are still very impressive, but they lag behind the S&P 500. Bonds declined slightly. The Bloomberg U.S. Aggregate Bond Index slipped 1.5% last year.Read more