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An Established Plan Is Your First Step To Financial Freedom
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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It’s Time To Seek Financial Advice From Experts
"At SRG Wealth, we are a reputable Financial Brokerage that proudly represents the leading carriers within the Financial Services Industry.
With our holistic approach, we provide you with a comprehensive range of financial protections to ensure your peace of mind. From meticulous Estate Planning and tailored Health Insurance to secure Life Insurance policies, well-structured corporate arrangements, and reliable Defined Benefit Programs, we've got every aspect covered:
“Secure Your Retirement While
Safeguarding Your Business”
As a business owner, your financial future shouldn't be left to chance—especially with today’s economic uncertainties. Our tailored retirement strategies are designed to protect both your personal and business assets. From navigating rising costs to ensuring the stability of your wealth, we help you take control of your retirement with confidence. Let us simplify the process, so you can focus on what matters most:
growing your business while preparing for a secure future.
Act now to fortify your business
and your retirement with strategies that ensure long-term peace of mind!
“Retire Confidently with
Strategies Tailored to You”
Planning for retirement shouldn't be overwhelming. With our personalized approach, you can retire on your terms, knowing you're making the right moves. From managing debt to maximizing your Social Security benefits, we’re here to help you secure your financial future.
Let us show you how simple and stress-free retirement planning can be, so you can live the life you deserve.
Start today and make smart
retirement moves that ensure peace of mind for tomorrow!
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?”
Our Holistic Approach
"At SRG Wealth, we prioritize nurturing enduring connections with our clients. We take a keen interest in understanding you, your family, your aspirations, and your dreams. This approach enables us to craft a comprehensive strategy that not only achieves your immediate and future financial goals but also aligns perfectly with your core values. Rest assured that when the time comes to retire, you can have full confidence in the financial security you've built for yourself and your loved ones."
Getting Started
How It Works
We Are Here To Help You On The Path To Financial Freedom
"At SRG, we've empowered countless individuals to achieve financial independence and secure it for the long term. Our commitment is to offer exceptional products that safeguard your life, family, business, and financial future. By doing so, we enable you to not only amass wealth that spans generations but also to shield everything you cherish in this world."
This revised statement maintains the core message while presenting it in a more polished and concise manner, emphasizing SRG's role in helping individuals build wealth and protect their most important assets.
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.
04
ONGOING COLLABORATION
As we move towards your financial independence, we’ll co-create your unique plan and make all decisions together.
Committed To Helping Our
Customers 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.
Family & Estate
Preparing For Life’s Uncertainties
Building A Comfortable Retirement Takes A Plan
LEADERSHIP AT SRG WEALTH
30+ years of experience in Financial Solutions
Tony D'Amato
National Manager
"Over the past three decades, Tony D'Amato has cultivated an extensive and distinguished career in the financial sector. His journey commenced in 1993 when he embarked on his financial career as a stockbroker. With unwavering determination and expertise, he swiftly transitioned into the realm of corporate commodities trading. In 1999, he ventured beyond the brokerage sphere, delving into the intricacies of the mortgage industry, followed by real estate. Ultimately, he discovered his true calling within the financial services industry.
Tony's guiding principles revolve around fostering long-term financial growth, securing income streams, and providing comprehensive asset protection and estate planning solutions. His genuine passion lies in the creation of enduring legacies for families, enabling them to thrive across generations.
Throughout his illustrious career, Tony has consistently upheld strong family values. He celebrates 31 years of marriage, a testament to his commitment to family life. He considers himself immensely fortunate and deeply grateful for the extraordinary family that enriches his life."
Chris Roming
Regional Marketing Director
As a young man, Chris Roming embraced the core values of honor and
integrity by serving in the United States Marines Corps. He graduated top of
his class in boot camp as Company Honorman, receiving the prestigious
“Chesty Puller Award”. Serving as a Sergeant in the infantry, Chris deployed
to Afghanistan in support of Operation Enduring Freedom. After receiving
an honorable discharge, he went on to earn his Bachelor’s degree in
Finance from Arizona State’s W.P. Carey School of Business.
Chris quickly found his passion in the financial services industry. He has a
strong focus in retirement solutions, and he wants to contribute to
bettering the lives of current and future generations. He considers it a
blessing to be able to help such a wide range of people in this country.
Nicole Robinson
Regional Marketing Director
Nicole Robinson is an Insurance Broker and Wealth Management Advisor renowned for her
ability to build high-performing teams, foster strong client relationships, and deliver tailored
financial solutions. With a career spanning financial services, entrepreneurial ventures, and
leadership roles, Nicole combines strategic vision with a client-focused approach to achieve
exceptional results for both individuals and businesses.
Currently serving as an Insurance Broker and Financial Advisor at AmeriLife, Nicole specializes
in helping clients protect their assets, optimize their wealth, and achieve long-term financial
security. She provides expertise in risk management, retirement planning, and investment
strategies, always tailoring her approach to meet the unique needs and goals of her clients.
Nicole’s leadership skills were honed during her tenure at Insight, a Fortune 500 IT solutions
provider, where she successfully managed and mentored high-performing sales teams. Her
ability to inspire collaboration, foster accountability, and implement innovative strategies
consistently drove team excellence and client satisfaction. This experience shaped her ability to
lead with clarity, empathy, and a commitment to continuous growth.
In November 2022, Nicole launched House of Bounce Party Rentals, an entrepreneurial
venture that highlights her strategic thinking and adaptability. As Founder and President, she has
successfully scaled her business by focusing on customer satisfaction and operational efficiency,
further showcasing her leadership and business development acumen.
Client-Focused and Leadership Highlights:
Client-Centered Excellence: Known for her personalized approach, Nicole builds trust
and fosters long-term relationships by deeply understanding each client’s financial
aspirations and delivering solutions that provide peace of mind.
Leadership & Team Building: Developed and led high-performing teams, fostering
collaboration, accountability, and skill development to achieve and exceed organizational
goals.
Strategic Innovation: Implemented forward-thinking strategies that drove growth,
streamlined operations, and improved client outcomes across industries.
Entrepreneurial Vision: Demonstrated adaptability and resilience by launching and
managing a successful business, ensuring consistent customer satisfaction and operational
success.
Nicole thrives on making a meaningful impact by empowering clients to achieve financial
confidence and independence. Whether guiding businesses on risk management or helping
families design wealth-building strategies, her mission is to provide clarity, security, and a
roadmap to success.
Based in Arizona, Nicole blends her professional commitments with her dedication to
community engagement and mentorship. Her unique combination of leadership expertise,
entrepreneurial spirit, and client-first philosophy positions her as a trusted advisor and a catalyst
for growth in all areas she serves.