Effective Game Plan


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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

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Financial Planning

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

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Portfolio Management

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

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Insurance Planning

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

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Tax Planning

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

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Estate Planning

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

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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.

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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.

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Our Locations

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

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Insights

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

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