Broker Check

Client Commitment

At SRA Wealth Advisors, we are committed to providing our clients impeccable service and trusted advice. Working with a select number of clients, we are dedicated to working closely with them, providing personal care, customized solutions, and easy communication. We work hard to offer unique benefits to clients, including:

Independence

As an independent firm, we don’t have any conflicts of interest or quotas to meet. Instead, we have the freedom to offer services and solutions geared toward our client’s unique situation and needs. We are dedicated to offering objective and unbiased advice and recommendations.

Meeting Flexibility

We frequently work with clients in the comfort of their own home, business, or preferred location. Shaun Roberts travels around the greater Staten Island area to make meetings more convenient for clients.

Communication

We aim to offer consistent communication to our clients and make it easy for them to contact us. Working with clients both in the local New York area, as well as across the country, we can meet clients in-person at the office or via conference call. We also offer a convenient online appointment scheduler.

Holistic Approach

Rather than rely on one solution or model portfolio, we customize each strategy based on a client’s individual needs. We review the client’s current financial situation to determine if their goals are attainable, offer feedback, and provide detailed recommendations to help clients get on track and pursue their goals. Once a strategy is in place, we continue to monitor progress and offer assistance as needed. Our goal is to help clients feel prepared for the future, from evaluating life insurance options to retirement planning.

Transparency

We are committed to offering our clients complete transparency regarding the investment options we recommend and the fees we charge. We frequently educate our clients on the opportunities available to help them feel more confident in their decisions and financial future.