Welcome to SRS Wealth Management Group

While we are fortunate to live at a time when information is available 24/7 at the touch of a button, in many ways, it has made navigating today’s complex financial markets and challenging economy harder than ever. That’s because information alone is not enough to determine the right path to realizing your unique goals—and too much information can leave you confused and overwhelmed.

Working With SRS

How We Work At SRS Wealth Management Group Inc., We have all the tools needed to offer you objective advice, including exceptional research and administrative support for tracking and monitoring account performance. Because of First Allied Securities, we have a greater understanding of the economy and markets, more time to evaluate financial strategies, and greater access to comprehensive information. As a result, you can depend on your SRS Wealth Management Group Inc. for objective financial advice.

SRS Wealth Management Group Inc. is able to offer our clients access to a broad array of financial products, including:

Mutual funds
Annuities and other tax-efficient investments
Domestic and international securities
Fee-based asset management programs
Estate and financial planning
Trust services*
Group retirement plans
Exchange-traded funds (ETFs)

From these and other investment options, SRS Wealth Management Group Inc. can construct individual investment portfolios by using First Allied Securities's unbiased research on the economy and a range of other investment-related topics. Because they offer no proprietary investment products and have no investment banking operations, their research is free from conflicts of interest. As a result, we are able to make informed recommendations based on objective research and your individual needs.