This year, SRQ Wealth celebrates 15 years of helping clients find their freedom. What began as a vision to simplify the complexities of wealth has grown into a thriving firm built on trust, care, and long-lasting relationships. As we reflect on this milestone, we are filled with gratitude—for our clients, our community, and our team who make this work so meaningful.
A Vision That Started It All
For Steve Martin, Founder and Managing Partner, the story of SRQ Wealth is deeply personal:
“When I was young, my family was very blue collar, on food stamps from time to time. My parents always encouraged me, and I thought when I got a few bucks in my pocket, life would be simple. Boy was I wrong. Life is so much more complex when you have wealth—and it doesn’t need to be that way. SRQ Wealth exists to help people find their freedom by simplifying their financial lives.”
Steve’s Vision: “SRQ Wealth exists to help people find their freedom by simplifying their financial lives.”
What began as a calling to make wealth management less overwhelming has grown into a firm that thrives on relationships and shared success.
Growth, Lessons, and Partnerships
Looking back, Steve reflects on what growth has meant for the firm:
“We grow, not because we need to, but because success breeds success. Success allows us to help even more by having more talented team members. Growth is uplifting and has an energy that everyone wants to be a part of. It creates opportunities that turn jobs into careers.”
And through it all, he notes, the lessons have been countless:
“Most I’ve learned from Karin…some the hard way, but that’s what a partnership is all about. I’ve learned to listen more than I talk, be humble, be bold when you know you can help, and lead with love. It’s pretty simple… love God and love others.”
Above all, Steve highlights what he considers one of his greatest professional successes:
“When you ask what makes SRQ Wealth special, it’s always the people… and the dogs!”
Client Relationships That Feel Like Family
Managing Partner Karin Grablin shares what she treasures most about the journey so far:
“At SRQ Wealth, we strive to get to know our clients so well that, over time, they feel like family to me. As fiduciaries, we are bound to act in our clients’ best interests and when they feel like family, that becomes even more important to do. I value the trust our clients have placed in us, and that motivates me to give them my very best.”
For Karin, seeing the impact of financial planning is deeply rewarding:
“It is rewarding both personally and professionally to me when I get to put together financial plans for our clients that can help take them to their own version of financial freedom. I truly care about them—and always will.”
Looking Ahead to the Next 15 Years
From humble beginnings, SRQ Wealth has embraced growth while staying true to its values. Karin reflects on the path forward:
“We worked hard in the early years to do the right thing for clients and kept re-inventing ourselves to be the very best we could be, inspired by the principles in the business book Good to Great. Over the next 15 years, I believe we will keep growing, but it will be ‘smart’ growth—by leveraging technology, by recruiting talented team members, and by continuing to offer the same quality of service we give today.”
On Trust: “I value the trust our clients have placed in us, and that motivates me to give them my very best.”
A Heartfelt Thank You
None of this would be possible without the trust of our clients, the dedication of our team, and the support of our community.
As Karin shares:
“Our clients are the best! It is an honor—and a true pleasure—to have the opportunity to work with them. And I am extremely proud of the team we have built to serve them. Their dedication and commitment are an inspiration to me, and I care about them like family, too.”
To Our Clients and Community
From day one, SRQ Wealth has been committed to helping clients find their freedom by simplifying the complex, building trusted relationships, and serving with care. As we celebrate 15 years, we look ahead with excitement, knowing the best is yet to come.
Thank you for being part of our story.
