Holistic, fiduciary retirement planning built to protect your lifestyle, reduce taxes, and give you clarity for the years ahead
BBB Rating & Accreditation
Since 1989, our experience in the financial services industry continues to grow.
We’re proud to share that David Nagy, President and CEO of SRS Wealth Management, was featured in Fortune, Redefining Retirement in an Uncertain Era.
We’re proud to share that David Nagy, President and CEO of SRS Wealth Management, was featured on Good Business San Diego.
Our mission is to help our clients create the retirement lifestyle of their dreams by providing innovative financial strategies, disciplined planning, and honest guidance that deliver financial clarity, confidence, security, and lasting peace of mind, while building lifelong relationships with the families and businesses we serve.
Dave Nagy is a member of Ed Slott’s Master Elite IRA Advisor Group, the nation’s leading organization for advanced retirement distribution planning. This exclusive program is composed of top financial advisors from around the country who possess extensive expertise in IRAs and retirement tax strategy.
Members collaborate regularly, sharing up‑to‑date insights, strategies, and best practices. This ongoing training provides the tools necessary to help clients minimize taxes, avoid costly retirement mistakes, and maximize the long‑term value of every dollar in their IRA.
Who is Ed Slott?
Ed Slott, CPA, is a nationally recognized IRA, best-selling author, and professional speaker. His company, Ed Slott and Company, LLC, is the industry leader of technical IRA education for financial advisors, attorneys, and CPAs. For more information about Ed Slott, visit https://irahelp.com/
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. This short, interactive analysis is one of the first steps on the road to retirement.
The Retirement Roadmap Podcast helps you navigate retirement with clarity and confidence. Each episode breaks down key strategies, market insights, and practical steps to keep your financial future on course.
SRS Wealth Management, LLC hosts engaging events designed to educate, empower, and guide you toward a confident retirement. Join us for workshops and conversations that help keep your financial future on course.
Tyler is a Senior Portfolio Manager at Gradient Investments, where he focuses on portfolio management, asset allocation, and investment research across multiple asset classes. He provides market insight and portfolio strategy to support client investment decisions. Tyler is a CFA® charterholder and has been featured in media outlets including Schwab Network, Reuters, and The Wall Street Journal.
Keith joined Gradient Investments in 2018 and has more than 30 years of industry experience. Prior roles include senior portfolio manager for a large institutional asset management firm, managing a multi-billion-dollar portfolio. Keith is a CFA® charter holder, and has been featured in media outlets such as CNBC, Bloomberg, Investor’s Business Daily, Nasdaq and Reuters.
As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 35 years of industry experience, including prior roles managing multi-billion-dollar portfolios for an institutional asset manager. Michael is a CFA® charter holder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.
Bio