and Transferring Wealth

Growing, Preserving,

Leading Clients to

a Secure Financial Future

Protecting Your Most

Important Assets

Retirement Plans for Companies and Individuals, Qualified and Non-Qualified
• Business Planning
• Life and Disability Insurance
• Financial Planning
• Estate and Tax Planning

With sophisticated integration of traditional tax and accounting services and innovative financial planning we work with successful people in general, specifically with real estate investors, professional business owners and executives.

With more than 100 years of combined experience in the financial strategy and planning, we at SRG Wealth, LLC use cutting-edge strategies, techniques, and tools to provide outstanding service to and results for our clients.

Our Expert Advisors

Igor Zey, CFP®, MSFS


Mr. Zey is the Managing Member of SRG Wealth, LLC SRG Wealth,…

Alexander Nikolenko, MBA


Alexander Nikolenko, MBA, started working in the financial planning industry in 1999.…

Neil Santo Tomas


Neil A. Santo Tomas is a Financial Advisor and a Registered Principal…

Marina Arbit, MBA

Administration and Case Management

Marina Arbit, MBA, is a business liaison for SRG Wealth, LLC. She…

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