About

Financial freedom isn’t just about money. It’s about finding your why and aligning your resources to pursue it. SRQ Wealth helps you define that why and create a financial plan that lets you live out your unique vision of freedom. We guide our clients toward defining their “why” and examine their financial picture to answer the important question, “Am I going to be OK?” At SRQ Wealth, our goal is to help you pursue your goals, whether you’re just getting started, preparing for retirement, or well into your golden years.