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.
SRS Wealth Management Group Inc. was founded with a pioneering vision: to establish successful businesses through which we could offer truly independent financial guidance and advice. Today we provide an integrated platform of proprietary technology, brokerage, and investment advisory services to over 400 former BellSouth employees*.
Our open-architecture platform provides our clients with access to thousands of commission, fee-based, cash, and money market products manufactured by hundreds of third-party product sponsors.
Even as our firm has grown over the years, we remain singularly focused on helping our Clients; mainly Former Telephone Company Employees to manage the complexity of their investment and Retirement needs helping them accomplish important financial goals. And, because we do not offer proprietary products, SRS Wealth Management Group Inc. is able to offer our clients truly objective, conflict-free advice.
For more than 12 years, the SRS Wealth Management Group Inc. Commitment Creed has been central to our culture and reflects our firm's singular focus on serving the customer. Our Client based is made primarily of former BellSouth Employees and their family and friends.
We tailor our programs and services to the diverse needs of our customers, enabling them to remain focused on understanding and meeting their investment and retirement needs.
*BellSouth is listed on the objective criteria that the SRS Wealth Management Group Inc. practice works with BellSouth retirees and their families and friends. It is unknown whether BellSouth approves or disapproves of the investment advisory services provided by SRS Wealth Management Group Inc.
With increasingly complex financial markets and longer life expectancies, working with an investment professional is more important than ever. One of the most important decisions you can make is to seek the advice of a trusted, qualified advisor. For this important partnership, you need a trained professional who sees your total financial picture-someone who can help you define your life goals, establish the right financial plan, provide strategies focused on your needs, and help you stay on track.
At SRS Wealth Management Group Inc., we understand the important role a financial advisor can play in managing your total financial life.
First Allied Securities provides SRS Wealth Management Group Inc. with the tools we need to help you meet your goals. When you choose us, know that we are supported by the vast resources of First Allied Securities, and you can be confident that we will have access to independent research, state-of-the art technology, innovative investment tools, and the exceptional support that allows us to devote our full attention to your needs and objectives.