Broker Check
info@srifs.com
Schedule A Meeting

Transparency

The industry’s long-time approach to managing wealth is broken. We offer wealth management solutions with a unique approach. 

Learn More

Clear Planning

We offer wealth management solutions as unique as your needs. 

Learn More

Results Driven

The greatest value we hope to offer our clients is to help them secure their financial futures.

Learn More
View Our Customer Relationship Summary

Who We Are

Not all firms are the same. We understand making smart financial decisions isn’t easy. Our busy world is bombarded with information and opinions on how to invest, what to invest in, and how to plan. How can someone make sense of it all? We know that this is overwhelming. That is why we seek a relationship that allows us to be a trusted guide for your financial life. One who helps you make informed decisions designed to meet your objectives for you, your family, and your business.

Learn More
How We Serve

How We Serve

With offices in Irvine and La Jolla, CA, Winston-Salem, NC, and Albuquerque, NM, we provide our clients with holistic financial care through an expansive team of experienced professionals and strategic alliances. Our guidance includes financial, estate, business, and investment planning strategies for a wide range of clientele by providing our clientele access to the wisdom of a multi-generational firm and a wide range of services and specialists.

Generational Wisdom.
Our family has served others by providing complete financial guidance since 1965.

Educational Insights

Curated articles, videos, and more for a financially savvier you. 

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learn More
Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.
Learn More
Estate Strategies of the Rich and Famous

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.
Learn More
Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn More
Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Learn More
Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Learn More

DO YOU HAVE ANY QUESTIONS?

Thank you!
Oops!