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
Download FREE PDF Report NOW
Enter your information below to get instant free access
We guarantee 100% privacy
Your information is safe & secure.
Download FREE PDF Report NOW
Enter your information below to get instant free access
We guarantee 100% privacy
Your information is safe & secure.
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.
"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?”
The Difference Between A Financial Planner & Wealth Preservation Specialist
Wealth Preservation/Asset Management The Wealth Preservation Difference In contrast, wealth preservation is a sophisticated, multi-disciplinary approach. It extends far beyond the scope of traditional planning by integrating advanced tax mitigation, asset protection, multi-generational estate planning, and risk management strategies. A wealth preservation specialist:. Designs comprehensive, tax-advantaged structures for high-value estates, Implements complex trusts (e.g., Dynasty Trusts, ILITs, GRATs). Coordinates business succession and legacy planning . Shields assets from lawsuits, creditors, and unforeseen events · Ensures seamless generational wealth transfer. Wealth preservation is about safeguarding what you’ve built, enabling your legacy to endure for future generations—minimizing erosion from taxes, litigation, or mismanagement.
Comprehensive Wealth Preservation: The Advanced Approach Multi-Layered Asset Protection Unlike a financial planner, who may recommend basic insurance coverage, a wealth preservation advisor constructs multi-layered asset protection structures. This may include: Irrevocable Trusts: Shield assets from creditors and protect family wealth from probate. Limited Liability Entities (LLCs, FLPs): Separate personal and business risks, safeguarding personal assets from business liabilities. Umbrella Insurance and Risk Mitigation: Strategically layer insurance policies for maximum protection. This thorough approach ensures that wealth remains intact and insulated from unexpected legal or financial threats. Tax Efficiency and Mitigation Financial planners typically focus on tax-efficient investing within the context of annual tax brackets. Wealth preservation specialists, however, look at the entire tax picture—federal and state estate taxes, capital gains, income taxes, and even generation-skipping transfer taxes. Key techniques include: ·Charitable Remainder Trusts (CRTs) and Charitable Lead Trusts (CLTs): Enable philanthropy while minimizing estate and capital gains taxes. Grantor Retained Annuity Trusts (GRATs): Transfer appreciating assets to heirs with minimal tax impact. ·
Tax-Deferred Insurance Structures: Leverage permanent life insurance for tax-free growth and tax-advantaged distributions. Through this lens, wealth preservation is not just about growth; it’s about keeping what you’ve earned by minimizing the wealth-destroying impact of taxation.
Business Owners: The Overlooked Need for Wealth Preservation Succession and Exit Planning For business owners, the business often represents their largest asset. While financial planners may advise on 401(k) plans or buy-sell agreements, a wealth preservation specialist delivers far more: Business Succession Planning: Prepare the next generation for ownership, ensuring business continuity and family harmony. Key Person Insurance & Executive Compensation: Structure benefits that both attract top talent and protect company value. Tax-Optimized Exit Strategies: Use ESOPs, deferred sales trusts, or installment sales to reduce capital gains and estate taxes on the sale or transfer of the business. A successful business exit is not only about maximizing sale proceeds but preserving the family’s wealth through legal and tax-efficient means.
Multi-Generational Wealth Transfer Beyond a Simple Will Wealth preservation focuses on legacy and stewardship, rather than simple distribution of assets. This includes: Dynasty Trusts: Shield wealth from estate taxes across multiple generations. Irrevocable Life Insurance Trusts (ILITs): Remove life insurance from the taxable estate, providing liquidity to heirs. Philanthropic Legacy Structures: Establish private foundations or donor-advised funds for family-led charitable giving. The goal is to instill family values, empower heirs, and safeguard wealth from mismanagement or dissipation—protecting the legacy for decades to come.
Integrated, Team-Based Advisory Collaborative Wealth Management At SRG Wealth Preservation, we operate with a team-based approach. True wealth preservation demands collaboration between: Attorneys: For trust and estate design, asset protection, and business structuring. CPAs: For advanced tax planning, compliance, and ongoing tax-efficient strategies. Investment Advisors and Insurance Specialists: To integrate investment growth with ironclad protection. This collaborative, holistic process ensures every aspect of your wealth—investments, real estate, business interests, intellectual property, and more—is optimized, protected, and transferred according to your wishes.
Common Pitfalls of Overlooking Wealth Preservation The Hidden Dangers of Basic Planning Without a robust wealth preservation strategy, even the most successful families are vulnerable to: Estate Tax Exposure: Substantial portions of wealth lost to unnecessary taxation. Family Conflict: Poorly executed plans often lead to costly and time-consuming probate or litigation. · Business Disruption: Inadequate succession plans jeopardize family businesses. Unintended Beneficiaries: Outdated documents may inadvertently leave assets to estranged heirs or ex-spouses. Avoiding these pitfalls demands foresight, expertise, and a proactive approach—hallmarks of the wealth preservation.
Financial Planner The Huge Difference Between a Financial Planner & Wealth Preservation In today’s rapidly evolving financial landscape, understanding the nuanced distinctions between financial planning and wealth preservation is essential for high-net-worth individuals, business owners, and families aiming to secure their legacy for generations. At SRG Wealth Preservation, we believe that knowledge is the first step toward empowered financial decisions. Here, we examine the profound differences between a financial planner and a true wealth preservation specialist, demonstrating why a comprehensive approach to protecting and growing assets can make all the difference.
Defining the Roles: Financial Planner vs. Wealth Preservation Specialist What Does a Financial Planner Do? A financial planner is primarily concerned with developing a plan to help clients meet their short- and long-term financial goals. The focus is on budgeting, investment selection, retirement savings, tax efficiency, and insurance needs. Financial planners often: Assess current financial circumstances. Create tailored savings and investment strategies. Advice on retirement account contributions (e.g., IRAs, 401(k)s) Offer guidance on insurance products. Develop basic estate plans, typically including wills or simple trusts While these services are valuable, they tend to emphasize accumulation and growth—helping clients achieve financial milestones rather than protecting and transferring wealth in a holistic manner.
Choosing the Right Advisor for True Wealth Preservation The SRG Wealth Preservation Advantage Selecting an advisor is one of the most critical financial decisions you will ever make. A true wealth preservation specialist: ·
Has a deep understanding of complex trusts, tax codes, and asset protection techniques ·
Collaborate with other top-tier professionals for comprehensive solutions ·
Tailors every strategy to your family’s unique dynamics, goals, and legacy vision
·Proactively monitors changes in tax law, economic conditions, and your personal circumstances At SRG Wealth Preservation, we commit to being stewards of your legacy, ensuring your wealth is protected, preserved, and purposefully transferred—not just grown.
Conclusion: Secure Your Legacy with Wealth Preservation The difference between a financial planner and a wealth preservation specialist is profound. While both are vital, only wealth preservation offers a truly comprehensive, future-focused approach—blending growth, protection, tax minimization, and legacy planning into a cohesive strategy. If your goal is to not only build wealth but to secure it for generations, wealth preservation is the path forward. Take action now—engage a specialized team like SRG Wealth Preservation to help you build, protect, and transfer your legacy with confidence.
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.
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
President/CEO NPN: 19177286
Over the past three decades, Tony D'Amato has built an extensive and distinguished career marked by adaptability, expertise, and dedication within the financial industry. His professional journey began in 1993 as a stockbroker, a role in which he quickly distinguished himself through meticulous attention to detail and strong analytical skills. Eager to expand his knowledge and driven by ambition, Tony transitioned into corporate commodities trading, mastering complex financial instruments and strategies essential to navigating volatile markets. By 1999, Tony broadened his professional horizons by delving into the mortgage industry, acquiring profound insights into lending practices, housing markets, and financial planning for homebuyers.
His passion for tangible assets naturally led him into the real estate sector, where he became adept at investment strategies, property management, and brokerage activities. This diverse experience significantly broadened Tony's expertise, equipping him with comprehensive skills essential for wealth creation and management.
Ultimately, Tony found his true calling in the financial services industry, driven by a deep-seated commitment to helping individuals and families achieve long-term financial security. His core principles—emphasizing sustainable financial growth, stable income streams, meticulous asset protection, and customized estate planning—have become the cornerstone of his practice. Tony particularly focuses on building lasting legacies, ensuring that wealth transcends generations, bringing peace of mind to countless families.
Beyond his professional achievements, Tony deeply values family life, demonstrating unwavering commitment throughout his personal journey. Celebrating over 31 years of marriage, he attributes much of his professional success and personal happiness to his strong family foundation. Tony consistently expresses gratitude for the extraordinary family support and love that have profoundly enriched his life and career.
Nicole Robinson
Regional Sales Director NPN: 21280132
Over the past two decades, Nicole Robinson has built a remarkable and diverse career spanning the financial and entrepreneurial sectors. Her journey began at Insight in the IT sector, where she quickly rose to become a top producer and, eventually, a high-achieving leader. During her time at Insight, Nicole honed her leadership skills by managing and mentoring high-performing teams, consistently driving exceptional results and fostering collaboration.
Building on her success in the IT sector, Nicole transitioned into financial services, where she gained a reputation for her expertise in risk management, wealth optimization, and retirement planning. With a strategic mindset and unwavering commitment to client success, she has dedicated herself to helping clients achieve financial confidence and security.
In 2022, Nicole’s entrepreneurial spirit inspired her to launch House of Bounce Party Rentals, a business that reflects her adaptability, vision, and focus on customer satisfaction. Through this endeavor, Nicole has successfully blended her leadership skills with her passion for community engagement, creating a thriving business that serves families.
Nicole’s guiding principles center on fostering financial confidence, securing long-term stability, and building lasting legacies for families and businesses. She is passionate about empowering her clients to achieve clarity, peace of mind, and success across all aspects of their financial journeys.
Beyond her professional achievements, Nicole deeply values family and community. Based in Arizona, she seamlessly integrates her career with her dedication to mentorship and community involvement. Grateful for the opportunities she’s had and the support of her family, Nicole continues to make a meaningful impact both professionally and personally, with family and service at the core of her life and success.