Anthony V. D'Amato NPN: 19177286
Nicole M. Robinson NPN: 21280132
Top 3 Retirement Mistakes Most People With $250k+ Make
Hello, I'm part of the team at SRG Wealth, based in Scottsdale, AZ, where we specialize in safeguarding your financial future through risk-free growth and income programs. We offer a complimentary PDF download that highlights the three critical mistakes individuals with retirement savings of $250,000 or more often make. These errors could deplete over 30% of your retirement funds. To access this essential resource, simply provide your name and email address below.
— Anthony D'Amato,
Licensed Insurance Agent
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Unlock the Hidden Wealth in Your Business |
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Discover how to protect your assets, reduce your tax burden, and secure your family’s future — starting with your complimentary Business Wealth Preservation Blueprint. |
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What’s Included:
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With 30+ years helping business owners and high-income families, we know how to unlock hidden value and protect your legacy — legally and effectively. |
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SRG Wealth & SRG Wealth Preservation |
SRG Consulting PLLC is a boutique consulting firm specializing in wealth management, wealth preservation, and strategic capital solutions for small business owners. The firm is structured to serve entrepreneurs and closely held businesses that require a disciplined, customized approach rather than mass-market financial products or one-size-fits-all advice.
SRG Consulting focuses on helping business owners protect, preserve, and strategically deploy capital through advanced planning methodologies. Its services include asset management and wealth-preservation strategies utilizing tools such as Roth IRAs, 401(k) rollovers, defined benefit programs, Fixed Indexed Annuities, Key Split-Dollar arrangements with Return of Premium policies, and advanced trust-based structures designed to improve tax efficiency, asset protection, and long-term continuity.
A core differentiator of SRG Consulting is its emphasis on structure and strategy over product sales. Engagements begin with a comprehensive understanding of the client’s business, financial objectives, growth plans, and long-term exit considerations. Solutions are tailored to align capital strategy with business operations, risk management, and legacy planning.
In 2026, SRG Consulting expanded its platform with the launch of a dedicated Small Business Financing division. This division provides access to a broad spectrum of capital solutions—including term loans, SBA financing, lines of credit, and working capital facilities—through a network of third-party lending partners. With more than 11 financing programs available, SRG Consulting evaluates each opportunity based on fit, financial readiness, and execution capability rather than volume or speed alone.
The firm’s process is intentionally selective, designed to work with business owners who value clarity, decisiveness, and long-term planning. SRG Consulting operates with a consultative, compliance-conscious approach, prioritizing transparency, documentation, and disciplined execution across both its wealth-preservation and financing platforms.
Committed To Helping You Succeed!
"We are a team of licensed financial professionals dedicated to being your trusted partners throughout your financial journey. As a comprehensive, independent firm, we are committed to providing transparent and honest financial guidance to a diverse community of accomplished individuals and their families."
This revised description maintains the essence of the original message while presenting it in a more concise and polished manner. It emphasizes the team's commitment to transparency, professionalism, and being a reliable partner in clients' financial lives.
There's a difference between Wealth Preservation & Financial Planning.
Financial Strategies
Diversify your portfolio with the help of financial professionals at SRG Wealth.
Retirement Planning
Plan effectively for your retirement with the help of our top retirement specialists.
Tax Liability
Our tax planning services can minimize your tax liability so you have more to save and invest.
Risk Management
Don’t let unforeseen circumstances have a negative impact on your financial health. Develop a plan for “what if?”
The Difference Between A Financial Planner & Wealth Preservation Specialist
CFP® vs. SRG — What’s the Difference?
Q: What is a CFP®?
A: An individual planner with the Certified Financial Planner credential.
Q: What is SRG (srgwealth.com)?
A: A firm that designs wealth-preserving structures and strategies for clients.
Q: Who oversees each?
A: CFP®s are regulated by the CFP Board; SRG operates under firm licenses and engagement terms.
Q: Standard of care?
A: CFP®s must act as fiduciaries when giving advice; SRG’s standard depends on the service (RIA/insurance/consulting).
Q: What do I get?
A: CFP®: a comprehensive personal financial plan.
SRG: Business Wealth Preservation Blueprint or Retirement Income Guardrails, coordinated with your CPA/attorney.
Q: How are they paid?
A: CFP®: fee-only, fee-based, or commissions (varies).
SRG: consulting/strategy fees and, when suitable, insurance-based compensation—fully disclosed.
Q: Who is each best for?
A: CFP®: broad households seeking holistic planning.
SRG: business owners and pre-retirees prioritizing asset protection, tax efficiency, and legacy.
Getting Started
How It Works
01
DISCOVERY
Sit down for an introductory meeting so we can get to know you and your financial goals.
02
EVALUATE
We’ll examine your current financial situation, analyze your risk, identify opportunities and formulate a long-term strategy.
03
PLAN
Receive a custom strategy to help you reach your unique retirement goals.
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ONGOING COLLABORATION
As we move towards your financial independence, we’ll co-create your unique plan and make all decisions together.
Unlock the Hidden Value in Your Business — While Protecting Your Legacy
At SRG Wealth and SRG Wealth Preservation, we understand that as a business owner, your company is more than just a source of income — it’s your life’s work, your family’s future, and a powerful vehicle for building generational wealth.
Here’s Our Exclusive Offer for Business Owners:
✅ Complimentary Business Wealth Preservation Blueprint
Receive a personalized roadmap showing you exactly how to:
Reduce your tax burden through proven, advanced strategies
Protect your business and family assets with customized trust and insurance structures
Secure your retirement income using innovative accumulation solutions
Transfer wealth efficiently to the next generation — without giving half of it to the IRS
✅ 1-on-1 Private Strategy Session
Meet directly with one of our senior advisors for a confidential deep dive into your goals, current structure, and untapped opportunities.
✅ Access to Proprietary Wealth Tools & Insights
You’ll gain insider access to strategies typically reserved for high-net-worth families — from Key Split-Dollar Plans, Indexed Universal Life (IUL) solutions, and Fixed Indexed Annuities (FIAs) to advanced irrevocable trust setups that protect your legacy for generations.
Why Business Owners Choose SRG Wealth
30+ years of experience helping business owners and high-income families safeguard and grow their wealth
Tax mitigation expertise that puts money back in your pocket legally and effectively
Customized strategies, not cookie-cutter plans — your blueprint is built for your unique goals
Take the Next Step
Your business is thriving — but are you maximizing what it can do for you and your family’s future?
Don’t leave money on the table or risk your legacy to unnecessary taxes and liability.
👉 Claim Your Complimentary Wealth Preservation Blueprint and Strategy Session Today.
Click below to schedule your confidential consultation — there’s no cost, no obligation, and no better time than now.
Family & Estate
Preparing For Life’s Uncertainties
