At SRQ Wealth Management, our vision is simple: to create a positive impact on successful people by delivering:
* Trusted professional advice
* Meticulous financial planning strategies
* Unparalleled concierge services
Most successful people have complex financial planning needs. We aim to understand our clients' goals and, through careful planning, simplify their financial lives & give them confidence that their goals will be met so they can enjoy their wealth without worry.
We view financial planning as a continuous process. Once we complete and implement our clients' financial plans, we work with them regularly to keep their plans on track: estate planning is more than writing a will, just as investment planning is more than picking a few stocks. We take the trust clients have placed in us very seriously and promise to deliver to them the best concierge financial services available.
Through our discovery, research, and design process, we develop strategies to address a wide variety of issues clients may potentially be facing, including but not limited to:
* Cash flow & management
* Investment management
* Debt management
* Tax planning
* Risk management (aka insurance)
* Retirement forecasting
* Legacy planning
* Reporting financial progress
Securities and Advisory Services offered through LPL Financial - Member FINRA/SIPC
The Manatee Chamber of Commerce, a Florida Chamber of Commerce, is located in Bradenton, Florida and serves Anna Maria Island, Bradenton, Bradenton Beach, Ellenton, Holmes Beach, Lakewood Ranch, Longboat Key, Palmetto, Parrish, and Myakka City. Lakewood Ranch and Longboat Key are bi-County areas, split between Sarasota and Manatee. The area is considered part of the South Tampa Bay Region. We provide education and networking opportunities, job / employment assistance, and small business start-up counseling while working on community issues such as legislation, water, transportation, and general quality of life. The Manatee Chamber has a full-service Better Business Council, Drug-Free Workplace Program.
EMAIL: info@manateechamber.com // PHONE: 941-748-3411 // HOMEPAGE: Manatee Florida Chamber of Commerce (www.ManateeChamber.com)
Bradenton Office: 222 10th Street West; Bradenton, FL 34205
Lakewood Ranch Office at the McClure Center: 4215 Concept Court; Lakewood Ranch, FL 34211
MANATEE COUNTY CHAMBER OF COMMERCE // VOTED #1 FLORIDA CHAMBER OF COMMERCE
Four-time Florida Chamber of the Year Winner and Recipient of the Inaugural National Chamber of the Year Award.
The Manatee Chamber professional web design and online marketing is provided by Webtivity Designs of Bradenton FL.
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