SRQ Wealth - Sarasota, Florida

Susannah H.

Steve and my husband had been friends for several years when we realized we needed help with retirement planning. We interviewed several firms, and opted to go with the team at SRQ Wealth. They promised to give us face-to-face, personal attention, and guidance. They have more than lived up to that promise. We are very comfortable with the help they have given us, and the plan that was developed over four years ago.

Our personal advisor is Justin Salemy. He is knowledgeable, personable, and accessible. Karin, Steve and the team give us a feeling of confidence and comfort in decision making and execution. We wholeheartedly recommend them as financial planning experts, and good people!

Eli M.

I’ve known Steve Martin at SRQ Wealth for years, and while I’m not currently a client, I’ve been fortunate to benefit from his incredible knowledge and generosity. Steve has a remarkable ability to break down complex financial and estate planning topics into simple, actionable advice. Whether it was structuring financial instruments to optimize taxes or planning for my family’s future, his insights have always been extremely valuable and have left me feeling more confident and prepared.

One simple but genius piece of advice was when he encouraged me to freeze my credit with the bureaus to protect against fraud. It was such a simple step but one that gave me lasting peace of mind. That’s just the kind of person Steve is—thoughtful, proactive, and always looking out for your best interests.

Steve’s expertise, integrity, and approachable style make him standout in the world of financial advising. If you’re in Sarasota and need someone you can trust with your financial future, I can’t recommend Steve and SRQ Wealth enough.

Alex S.

I started a new job a couple of months ago, and Justin was instrumental in reviewing my benefits and optimizing my 401(k) allocations. His expertise made the process seamless and stress-free. I highly recommend Justin and SRQ Wealth for top-tier financial guidance!

Erin L.

Steve, Justin, and the entire team at SRQ has been so helpful for my husband and I. Their knowledge, dedication, and personal care they provide is unmatched! I not only feel completely taken care of but they continuously propel and challenge us in the direction we want to go! HIGHLY recommend working with this amazing team!

Jean G.

The team at SRQ Wealth go above and beyond. They are an incredibly intelligent and talented group of people who are laser focused on providing excellent value and personalized service. We are very happy to have found them and are more confident about our future financial planning because of their services!

Steve P.

I am very thankful I found SRQ Wealth. I have had the pleasure of working with them for the past year. As a novice to financial planning, I appreciate their attention to detail and walking me through all the steps. Justin does an excellent job in answering all my questions and explaining our overall plan in ways I understand. SRQ Wealth's biggest strength is their personal touch. You can tell the entire staff has passion for their job and as a client I feel like I am part of their family. As soon as you walk in their office, you are greeted by Dana with a smile and made to feel welcomed. Even the staff that you don't interact with on a regular basis will address you by name and take the time to interact with you. Since working with SRQ Wealth, I have felt the most financially secure I ever have. I would highly recommend SRQ Wealth for any of your financial needs especially if you seek a very personalized touch.

Sharissa S.

Steve went out of his way to help us with a very time sensitive matter. He provided valuable direction and advice, as well as resources to equip us to make the best decisions. I highly recommend Steve and SRQ Wealth!

Lindsay B.

If you're searching for more than just a financial advisor—if you're seeking a true partner in your family's financial well-being—look no further than the exceptional team at SRQ Wealth!

My husband and I were feeling overwhelmed, after the arrival of our first child. SRQ Wealth has been an absolute godsend, a beacon of clarity and support over the past six months. They're not just advisors; they're genuinely caring professionals who took the time to truly listen and understand our backgrounds and unique needs. From the very beginning, they anticipated every one of our concerns, from the nitty-gritty of investments to the big-picture considerations of estate planning and wealth transfer for our precious son. They've taken the stress and uncertainty out of financial planning, giving us the invaluable gift of peace of mind. We can now focus on what truly matters – cherishing every moment with our growing family – knowing that our financial future is in the most capable and compassionate hands.

SRQ Wealth is more than just a financial firm; they are trusted advisors, empathetic listeners, and true champions for their clients. We wholeheartedly, enthusiastically, and without a single reservation recommend SRQ Wealth to anyone seeking a truly exceptional and deeply caring financial partner.