Wealth Advisory

SRG Wealth, LLC – The Art and Science of Growing, Preserving and Transferring Wealth


Estate Planning

Preserving the integrity and the legacy of everything you worked for so hard to grow and maintain is important. Whether lowering or eliminating estate taxes, planning inheritances or bequeathing to a charity, we have the answers. We partner with the best estate and tax attorneys in Southern California to craft and implement strategies that will preserve your estate when passing it on.

Financial Planning

With fee-based financial planning, you receive a customized roadmap that guides you from where you are now to where you want to go. Through an in-depth process, including cash flow analysis, portfolio asset analysis, and risk management, we use cutting-edge technology to chart your progress. From concept to implementation, we hold your hand every step of the way.

Investment Planning

With more than 100 years of combined experience in the financial services and investment industries, we are experts in crafting sophisticated designs for high net worth individuals, business owners, and professionals. We understand the financial questions and money stresses that can keep you up at night. Our team has the financial solutions to ease your mind and bring financial security to you and your business.

Life, Disability, and Long Term Care Insurance

You and your employees deserve to have the best coverage when it comes to life, disability, and long-term care insurance. Whether individual or employer-provided, using our expertise and independence, we will make sure that your existing coverage is cost-efficient, appropriate, and adequate. As part of our service, we will help you to review and keep your insurance up to date.

Retirement Plans

Our vast knowledge of planning for retirement, both individual and business, gives us the dexterity to work with a range of business owners from sole proprietors to the co-founders of larger firms with hundreds of employees. Whether designing and implementing an IRA, 401(k), Defined Benefit Plans, or Executive Supplemental Retirement Plans for you and your employees, your financial future will be secure.

 

Find out what the professionals at SRG Wealth, LLC can do to help you grow, preserve, and transfer your wealth. To learn more about SRG Wealth, LLC click here. To learn more about SRG Wealth, LLC partner Igor A. Zey, click here.

 

Igor A. Zey
California Insurance License:0628264

SRG Wealth, LLC, member of Zey Financial and Insurance Services, Inc.
Securities offered through:
The Leaders Group, Inc.,
Member FINRA/SIPC
26 West Dry Creek Circle, Suite 575 • Littleton, CO 80120
(303) 797-9080 • www.finra.org

SRG Wealth, LLC is not affiliated with The Leaders Group, Inc.