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.

The market didn't love the Federal Reserve's latest meeting.Stocks sold off after new Fed Chair Kevin Warsh's first meet...
06/24/2026

The market didn't love the Federal Reserve's latest meeting.

Stocks sold off after new Fed Chair Kevin Warsh's first meeting at the helm, only to rebound the very next day as investors shifted their focus back to the bigger picture.

So what changed?

In our latest market commentary, we break down what happened, what the Fed's evolving stance could mean for investors, and why we're still optimistic despite the uncertainty.

Read the full update here: https://bit.ly/4oLMYGs

06/22/2026

Healthcare costs. Inflation. Withdrawal rates.

These three factors can have a bigger impact on your retirement than many people realize.

Our lead advisor, Steve Martin, breaks down why they matter—and what to keep in mind when building a long-term retirement plan.

Watch the full video here: https://bit.ly/4eDZnHI

In observance of Juneteenth, the SRQ Wealth office is closed today. We will resume normal business hours on Monday, June...
06/19/2026

In observance of Juneteenth, the SRQ Wealth office is closed today. We will resume normal business hours on Monday, June 22nd.

Wishing everyone a wonderful long weekend!

- Your SRQ Wealth Team

Ever notice how it's easier to stick to a budget when you're working than when you're retired?More free time often means...
06/17/2026

Ever notice how it's easier to stick to a budget when you're working than when you're retired?

More free time often means more travel, more projects, more dinners out, and more opportunities for "just this once" spending. The key isn't depriving yourself—it's creating a retirement spending plan that actually matches the life you want to live.

Our latest article shares practical tips to help you build a realistic retirement budget and avoid lifestyle creep so you can enjoy retirement without second-guessing every purchase: https://bit.ly/3SC65GK

06/15/2026

The most expensive tax mistake isn't the one on your return. It's the one nobody ever flagged.

Tax drag doesn't show up as a line item. It just quietly shrinks your wealth year after year — and most families don't even know it's happening.

Check out our video on the 'Three Things that Quietly Drain Your Wealth' here: https://bit.ly/4uEabMZ

We'd like you to meet Mia.Mia Rowan, ChFC®, CLU®, FSCP® is a powerhouse wealth advisor with nearly 20 years of experienc...
06/12/2026

We'd like you to meet Mia.

Mia Rowan, ChFC®, CLU®, FSCP® is a powerhouse wealth advisor with nearly 20 years of experience helping individuals, families, and organizations build and protect their financial futures.

She's a nationally recognized leader, a consistent top performer, and someone who genuinely believes that getting to know you — your hopes, your dreams, your goals — is where great financial planning starts.

Help us wish her a very warm welcome to the team! 🎊 You can also learn more about her here: https://bit.ly/meet-mia-rowan

The market threw a tantrum Friday — but don't panic.The S&P 500's 9-week winning streak just ended after a blowout jobs ...
06/09/2026

The market threw a tantrum Friday — but don't panic.

The S&P 500's 9-week winning streak just ended after a blowout jobs report (172K jobs added vs. 88K expected) spooked investors. But a strong labor market IS good news, and history says the market is higher 80% of the time a year after streaks like this end.

This is profit-taking, not a meltdown. We break it all down here: https://bit.ly/4vC5qU7

06/07/2026

If your advisor isn't looking at every position on your balance sheet and only focusing on the investments they manage, you may be leaving serious money on the table.

Our Wealth Strategist, Steve Martin, breaks down what your cash should actually be doing and what to ask your advisor. Watch the full clip here: https://bit.ly/4uEabMZ

Early retirement isn’t just a number. It’s a decision that impacts your lifestyle, healthcare, income strategy, taxes, a...
06/04/2026

Early retirement isn’t just a number. It’s a decision that impacts your lifestyle, healthcare, income strategy, taxes, and long-term goals.

Our Retirement Readiness Guide is designed to help you think through those moving pieces a little more clearly. Download our complimentary guide here: https://bit.ly/retirement-readiness-guide

06/01/2026

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

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

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