SRQ Wealth

SRQ Wealth Sarasota-based fiduciary financial advisors helping you define your why and create a financial plan that lets you live out your unique vision of freedom.

At SRQ Wealth our vision is simple: to create a positive impact on successful people by delivering...
-Trusted, professional advice
-Meticulous financial planning strategies
-Unparalleled concierge services

Investment Advisory Services also offered through CWM, LLC, an SEC Registered Investment Advisor.

06/01/2026

Rosie's Monday agenda: greet everyone, hunt for treats, repeat. 🐾

Eight weeks in a row. The stock market just keeps going.📈But while your portfolio might be looking good, the bond market...
05/29/2026

Eight weeks in a row. The stock market just keeps going.📈

But while your portfolio might be looking good, the bond market is telling a very different story right now. Inflation is rising, yields are climbing, and a new Fed chair just stepped in. Here is what it all means for your money:

- S&P 500 up nearly 18% over the last eight weeks
- New Fed chair Kevin Warsh officially takes over
- Bond yields surging since the Middle East conflict began
- Rate hikes back on the table for 2026

Read our full market commentary here: https://bit.ly/Stocksupbondsdown-marketcommentary

Love is the best investment. ❤️🥂Congratulations to our Marketing Specialist, Dana Kulik , on her wedding this past week...
05/27/2026

Love is the best investment. ❤️🥂

Congratulations to our Marketing Specialist, Dana Kulik , on her wedding this past weekend!! We are so happy for you!

The number one question we hear from people approaching retirement: "Do I have enough?"The honest answer is that it depe...
05/23/2026

The number one question we hear from people approaching retirement: "Do I have enough?"

The honest answer is that it depends on what you've been doing in the years leading up to it. Our latest blog walks through the most important steps to take 10, 5, and 1 year out so you can answer that question with confidence: https://bit.ly/4dcET9A

Hot take: inflation being up doesn't automatically mean bad news for your portfolio. There's a lot of noise out there ri...
05/21/2026

Hot take: inflation being up doesn't automatically mean bad news for your portfolio.

There's a lot of noise out there right now and it's easy to feel uneasy when you're seeing higher prices everywhere you look. But the relationship between inflation and the stock market is more nuanced than most headlines let on.

We break it down in our latest market commentary so you can understand what's actually happening and why it matters for your money: https://bit.ly/inflation-stocks-outlook

05/19/2026

Are they calling you, or are you always the one calling them?

Your advisor should already be thinking about tax changes, market shifts, life events — before you even know to ask. Those conversations should be coming from them, not something you stumbled across on the news.

Click here to see how your advisor stacks up: https://bit.ly/evaluate-your-advisor

Meet the newest addition to our team, Johnny Palhete! Johnny will be joining us as our Finance Intern for the Summer, he...
05/15/2026

Meet the newest addition to our team, Johnny Palhete!

Johnny will be joining us as our Finance Intern for the Summer, helping our advisors with research, data analysis, and delivering exceptional client service.

Help us wish him a warm welcome! 🎊 Learn more about our newest team member here: https://bit.ly/4wycBxV

Did you know that some of the most effective wealth-building strategies are also the ones that reduce your tax bill? 📝 O...
05/11/2026

Did you know that some of the most effective wealth-building strategies are also the ones that reduce your tax bill? 📝

Our newest blog post explores how to make the most of tax-advantaged accounts including IRAs, Roth accounts, HSAs, and more. Click here to read the full article: https://bit.ly/3Rhsw3o

Hats on, hearts full! 🎩💙The SRQ Wealth ladies had a wonderful time at the Hats, Heels & Bowties luncheon last week benef...
05/08/2026

Hats on, hearts full! 🎩💙

The SRQ Wealth ladies had a wonderful time at the Hats, Heels & Bowties luncheon last week benefiting Turning Points — a local nonprofit doing incredible work to support families in need and combat homelessness right here in our community.

Learn more about Turning Points and their mission here: https://tpmanatee.org/

The saying sounds smart. The data tells a different story. Swipe to see what's actually happened the last 10 years.For t...
05/06/2026

The saying sounds smart. The data tells a different story. Swipe to see what's actually happened the last 10 years.

For the full breakdown, click here: https://bit.ly/48CFGOw

Address

1 North Tuttle Avenue Ste 1
Sarasota, FL
34237

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19415569004

Website

Alerts

Be the first to know and let us send you an email when SRQ Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category