News Item

SRQ Wealth Affiliates as a Carson Partner

Posted on July 24, 2019

Omaha, NE – July 23, 2019 – SRQ Wealth, a concierge wealth planning firm headquartered in Sarasota, Florida, has announced its decision to affiliate with Carson Partners, a group of 100+ top tier wealth management firms located around the U.S. supported through its headquarters in Omaha, Nebraska. Managing Partners Stephen J. Martin, CFP®, CEP and Karin Grablin, CPA, CFP® made the decision to partner with Carson in order to strategically align the firm’s five-person team with a much larger team to support the firm’s future growth plans, while at the same time continuing to provide excellent client service and support to existing clients.

After researching several other opportunities, SRQ Wealth chose to become a Carson Partner because they found that the Carson organization had considered all operational aspects of a well-run wealth management firm and had developed a comprehensive set of technology solutions, investment platforms and resources to provide a superior client financial planning experience. SRQ Wealth believes it will now be able to better serve its clients through improved online tools for evaluating progress toward financial goals, access to more industry subject matter experts and enhanced client communications. The firm, which was established in 2010, currently manages $143 million in assets for clients in Florida and around the country.

“This partnership will enable us to spend more time with clients, strategizing about solutions to their financial needs and goals, rather than diverting time and energy to ‘back office’ operations, as we have been, up to now,” said Steve Martin. “Everyone on the Carson team has treated us with the same attention and respect that we strive to provide to our own clients. Their commitment is to become the most trusted for financial advice. This vision aligns so well with our own firm’s values that we know our service needs will be met, so we can, in turn, provide the best possible service to our clients. Carson’s marketing, technology, coaching and connections will also help us gain the exposure we need to grow the firm, while at the same time giving the appropriate attention to our current clients who trust us for quality financial advice.”

As with other advisory firms that have affiliated with Carson Partners, SRQ Wealth will maintain ownership of the business and remain the key decision-makers for all organizational operations as well as the strategic direction of the firm. However, this partnership will enable SRQ Wealth to better prepare for the future by having a support structure in place for business continuity and succession planning.

“The SRQ Wealth team has always been dedicated to helping their clients streamline and simplify their financial lives,” said Ron Carson, founder and CEO of Carson Group. “What we’ve seen over the years is that this can be tough for local firms to continue to do when increasingly tasked with more and more operationally—from compliance to research to making sure there’s a steady flow of new business opportunities coming in the door. We look forward to helping back them up in these important areas so that they have more time and resources to help clients develop a clear financial picture and work toward their goals.”

In addition to being a mainstay in the Barron’s annual list of top wealth management firms, Carson Group remains among the Inc. 5000 list of America’s fastest-growing companies, has been recognized for two consecutive years by InvestmentNews as a top-50 firm for Best Places to Work for Financial Advisors, and was recently awarded a Best Places to Work in FinTech by American Banker.

Wish Your Clients Bragged About Your Tech?

close-link

Tired of
Never Really Clocking Out?

close-link