We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.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
Blog
“What Can I Do To Help?” – ...By Karin Grablin, CPA, CFP® Wealth Advisor at SRQ Wealth These are unusual and uncertain times, to be sure. By now, all of us have been inundated with facts and figures about the Coronavirus, and its impact on the health of our community, our country and the world, both physically and financially.
Read More
Monthly Newsletter
The Tough Get Strategic – Financial Strategies for ...When the going gets tough, the tough get strategic. Headlines you read at breakfast might be contradicted by lunch, and the ups and downs of the market could give anyone vertigo. But now is not the time to panic – now is the time to take a deep breath and strategize.
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Market Commentary
Market Commentary: Relief Package Enacted as Unemployment ...Markets look forward and, at least for a week, saw signs government is willing to provide support to get the economy through the coronavirus pandemic. The centerpiece of the steps announced last week was a $2 trillion package designed to keep people employed and support those who have lost their jobs.
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Video
Understanding the Market Situation and the Opportunities ...These are unsettling times, both from a public health perspective and an economic perspective. To help provide answers at a time filled with questions, watch this webinar with Jamie Hopkins, Director of Retirement Research, and Scott Kubie, Senior Investment Strategist. Click Here to Watch the Webinar
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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.
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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 MoreWeekly Market Commentary
- Market Commentary: Government Steps In As Downturn Continues
The ongoing battle against the coronavirus pushed markets sharply lower last week on concerns the collateral economic damage from social distancing will significantly damage economic growth and corporate profits for extended periods.Read more
