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My Story

A Passion For Helping

SRA Wealth Advisors was created in 1987 with the goal of helping individuals, families, and business owners pursue financial independence and feel confident in their futures. Founded by Shaun Roberts, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent, he has been serving his Staten Island community and the greater tri-state area for more than 36 years.

Shaun’s path to the financial services industry isn’t your typical story. Upon joining the United States Marine Corps he was assigned to work in Finance due to his aptitude for working with numbers. While serving, he began helping friends and family with their tax returns, realizing that there was a pressing need for financial planning, IRS representation, and tax preparation, he turned his passion into an opportunity.

Upon completion of his military service, he joined the New York City Police Department, and after holding several positions he retired as the Commanding Officer of Management and Budget, overseeing the day-­to-­day financial operations and logistical needs of the department.

Throughout his career, he gained significant experience in both taxes and finances. He realized that the two complement one another, especially if integrated into a comprehensive strategy. As a result, he founded his own firm to provide efficient and expert tax and financial solutions to businesses and individuals.

His primary services include tax preparation and a full range of financial services to help clients navigate their personal journey to success. Serving a wide variety of clients from diverse backgrounds, he is proud to offer a host of specialty services to cater to the unique needs of each client.

SRA Wealth Advisors, they are dedicated to serving all of a client’s tax and financial needs, offering competitive pricing for our services. The firm is always happy to hear from potential new clients to discuss opportunities. New individual and business clients are always welcome, no matter how small.

Our continuing mission is to serve clients by providing the highest level of expertise and professionalism possible. Get started by scheduling an appointment.