Our Standard of Care
“SRQ Wealth embraces a Standard of Care: our commitment to our clients’ financial well-being at all stages of life. We believe this standard is the minimum you should expect from a comprehensive wealth management relationship. Our goal is for you to enjoy your wealth without worry.”
~ Steve Martin & Karin Grablin, Co-Founders
SRQ Wealth’s Standard of Care has evolved from years of experience managing the financial needs of our clients at various stages in their lives. Recognizing that our clients’ financial planning needs are different when they are in their 30s versus their 70s, we have developed a set of planning standards that work to ensure that these needs are addressed. Our clients each have circumstances unique to them, and we custom tailor our strategies and solutions to help provide the best possible fit.
At a minimum, you can expect us to work together on these topics as you progress through the stages of your life, knowing that financial planning is an ever-evolving process. As your life changes, your plan should, too.
Your financial well-being remains our top priority, and we will continue to serve you at the highest level. You can reach us during normal business hours, by email and by phone. Some advisors will hold virtual meetings to practice social distancing and will contact you with more details about that process. Please contact us with any questions. Additionally, please see resources for our clients about COVID-19 and the CARES Act.