SRQ Wealth

We are fairly new to SRQ Wealth, but from every contact point with them, they have been consistently knowledgeable, helpful, organized, professional, and kind. We look forward to working with them well into the future.
Mar 21st, 2024

Been with Steve and Karen and SRQ for 32 years. They are the utmost professionals and have handled our ever changing accounts well. You need this firm!
Mar 3rd, 2024

Without a doubt, Steve and Justin have our best interest to heart. They match with our financial goals and continue to help guide us through the process. I would highly recommend SRQ Wealth! L Driggs.
Feb 29th, 2024

Great character counts. I have known Justin Salemy for several years and he embodies great character with the integrity and values you would want from your wealth management Trusted Advisor. Justin is a thought leader; exploring what continuous improvement SRQ Wealth can make to bring value to their clients and his teammates. Justin and his colleagues goal for a client is financial freedom and not just about money. Justin has shared the SRQ Wealth philosophy about finding their clients "why" and aligning their resources to pursue it. SRQ Wealth helps clients define that "why" and create a financial plan that lets them live out their unique vision of freedom.
Feb 19th, 2024

The team at SRQ Wealth is great! I am newer to working with them but they are very efficient, knowledgeable and have systems and processes in place to make sure nothing falls through the cracks. Their investment strategies and thought process adds a lot of value and makes me feel very comfortable and optimistic about my portfolio. They also provide tax strategy, estate planning and much more. Highly recommend!
Jan 24th, 2024