About Our Firm

Our Mission

The mission of SRG Wealth, LLC is to bring financial congruency and knowledge to our clients, to help accomplish lifelong goals with sophistication, elegance, and wisdom, and to restore, protect, and grow the wealth of clients and client-owned companies.

Our Business

With over 100 years of combined experience in the financial planning industry, we at SRG Wealth, LLC use cutting-edge strategies, techniques, and tools to provide outstanding service to our clients. Our expertise lies in crafting sophisticated designs for high net worth individuals, business owners, and partners of larger firms.

Our Team

We know the financial questions and money stresses that can keep you up at night. Our team has the financial solutions to ease your mind and bring financial security to you and your business.

Meet Our Team

Igor Zey, CFP®, MSFS

Partner

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

Alexander Nikolenko, MBA

Principal

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

Neil Santo Tomas

Principal

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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