Our passion is helping clients prepare for the retirement lifestyle of their dreams.
Our team members are dedicated, results-oriented and trustworthy individuals who eagerly develop and grow personally and professionally. Our team of driven, competent and compassionate people forms an unmatchable synergy known to others as SRS Wealth Management, LLC, a Registered Investment Advisor firm.
Our customers are both companies and individuals. In each case, our customers benefit from our expertise and long-term commitment to their financial service needs. We will always be sure that we add value to these individuals before we establish a mutually beneficial, long-term relationship with them
As the President and CEO of SRS Wealth Management, LLC, David Nagy brings over 35 years of experience in the financial services industry. With a deep understanding of the complex challenges facing those nearing or in retirement, David has built a reputation for delivering customized financial strategies that empower clients to achieve their financial goals.
David collaborates closely with a network of strategic partners, including analysts, CFPs, and CFAs, who utilize a defined process, and advanced technology to help craft personalized financial plans. These plans are designed to help clients accumulate wealth and secure a reliable retirement income, tailored to their unique needs and aspirations.
Founding SRS Wealth Management, LLC as a Registered Investment Advisor firm, David’s mission is to provide financial services to clients across all income levels. His passion for education and client empowerment is the cornerstone of his success, ensuring that every client fully understands and feels confident in their financial journey.
A survivor of Hodgkin’s Lymphoma, David is deeply committed to helping others plan for a secure future, with a special emphasis on protecting families through comprehensive health insurance, life insurance, and estate planning solutions. His personal experience has instilled in him a profound dedication to preparing for life’s uncertainties.
Beyond his professional achievements, David lives life with enthusiasm and vigor. An avid sportsman, his past includes teaching skydiving for nearly a decade and winning the West Coast Championship in Dodge Viper racing for two consecutive years, also securing second place in the nationals. Today, he enjoys a range of activities, from golfing and fishing to surfing and off-road racing. David’s zest for life, whether on the course, in the water, or on the track, reflects the same energy and dedication he brings to his clients.
To elevate your investment management and financial planning experience, we’ve partnered with Gradient Investments, LLC — a highly regarded, privately owned, SEC-registered investment advisor. Gradient Investments supports financial advisors nationwide, delivering professional money management services, investment research and strategy, and portfolio support based on your unique objectives. Through this partnership, we’re able to offer you innovative strategies and personalized retirement planning services. Please be advised that Gradient Investments, LLC, and SRS Wealth Management operate independently.
President of Gradient Investments, LLC
As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 30 years of industry experience including prior roles managing multi-billion dollar portfolios for an institutional asset manager. Michael is a CFA® charterholder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.
Senior Portfolio Manager of Gradient Investments, LLC
Portfolio Manager of Gradient Investments, LLC
This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.
