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SRG Consulting is a boutique wealth management and wealth protection firm focused on helping small business owners preserve, protect, and strategically grow their assets.

We specialize in advanced wealth-preservation and asset-management strategies, including Roth IRAs, 401(k) rollovers, defined benefit programs, Key Split-Dollar structures with Return of Premium policies, and Fixed Indexed Annuities. A core differentiator of our firm is our expertise in advanced trust structures, designed to help business owners retain more of their income while building long-term protection and continuity.

In 2026, SRG Consulting expanded its platform with the launch of a dedicated Small Business Financing division. This division provides access to a broad range of capital solutions, including term loans, SBA financing, lines of credit, and working capital facilities. With more than 11 lending products available, our approach is highly tailored, allowing us to align each client with the most appropriate financing solution based on their objectives and financial profile.

The qualification process is streamlined and efficient. In most cases, we require six months of income statements and a current balance sheet. Credit decisions are typically delivered within 24 to 48 hours, with funding available in as little as five business days.

For business owners seeking capital to support growth, expansion, or operational stability, SRG Consulting offers a disciplined, consultative approach. While not every opportunity qualifies, we are committed to identifying viable solutions and providing strategic guidance that supports both immediate growth and long-term asset protection.