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. 

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic
Learn More
Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.
Learn More
Silver Sneakers 101

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.
Learn More
Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
Learn More
Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.
Learn More
Understanding Homeowners Insurance

Understanding Homeowners Insurance

Purchasing homeowners insurance is critical for protecting your home.
Learn More

DO YOU HAVE ANY QUESTIONS?

Thank you!
Oops!