-About SRG
A firm built on
independence and trust
Founded in 1989 by Peter W. Weiler, CFP®, Strategic Retirement Group has spent over three decades providing objective financial planning and wealth management from our office in Stuart, Florida.
Our model is different by design. We are not affiliated with any bank, insurance company, mutual fund family, or retail brokerage. That independence means the advice you receive is shaped only by your goals, not by sales quotas or proprietary products.
We believe honesty, trust, and confidentiality are the foundation of every great client relationship and that our role as fiduciary asset managers means we are legally and ethically committed to your best interests, always.
Are You Ready for Retirement?
A successful retirement begins with a thoughtful plan. Whether you're years away or preparing to retire soon, we'll help you create a strategy designed to provide confidence, clarity, and financial independence throughout every stage of retirement.
Pre-Retirees & Retirees
Within 5-10 years of retirement, or already there -focused on protecting and distributing wealth you've spent a lifetime building.
Business Owners
Entrepreneurs and executives navigating complex compensation, benefits design, and the transition from building a business to a legacy.
Families Seeking Clarity
Multi-generational families who want a trusted partner to bring order, strategy, and confidence to decisions that affect everyone they love.
Disillusioned Investors
People who've grown frustrated with impersonal, product-driven advisors and are ready for an objective, advice-first relationship.
Transitioning Clients
Individuals navigating a major life change -inheritance, divorce, the sale of a business - who need experienced, calm counsel.
Goal-Oriented Planners
Savers who have always made sound financial decisions and want a partner to create a plan with the goal of maximizing and protecting what they've worked so hard to build.
Our Firm
Stewards, Not
Salespeople.
As an independent, fiduciary asset management practice, we have discarded the traditional, transaction-driven brokerage model in favor of pure alignment with your family’s goals. We do not sell proprietary financial products, nor are we incentivized by hidden commissions. Instead, our focus remains strictly on institutional-grade asset protection, thoughtful wealth preservation, and objective guidance. By intentionally limiting our client roster, our goal is that your capital receives the deep, daily intellectual rigor it requires, delivered with the absolute discretion you expect.
Investment Planning
We design, construct, and manage customized investment strategies aligned to your risk profile and goals. Our portfolios draw from a broad universe of options with no proprietary products.
Risk Management
We assess and work to protect against the financial risks that can derail even the best-laid plans-market volatility, longevity risk, liability exposure, and gaps in insurance or asset protection.
Estate Design
We work with your estate planning attorney to help ensure your assets are distributed to the people and causes you care about efficiently, tax-consciously, and with minimal complexity for your heirs and beneficiaries.
Tax Planning
We build strategies designed to minimize your tax burden through income deferral, tax-loss harvesting, deduction optimization, and tax-efficient investment structures coordinated with your goals.
Business Planning
From executive compensation and benefits design to succession and exit planning, we help business owners build, protect, and transition their most valuable asset with confidence.
Retirement Planning
We model hundreds of retirement scenarios using your real numbers - IRAS, 401(k)s, Social Security, income needs to build a distribution strategy that lets you retire and stay retired.
Peter W. Weiler, CFP®
Founder and President
Mike Hartman, AIF®
Senior Wealth Advisor
Steve Rusnak, CIMA®, CFS®
Investment Management Analyst and CFO
Brian Ake, CFP®, CEPA®
Financial Advisor
Joyce Haniman
Director of Client Relations
Doreen Harwood
Client Relations Coordinator
Diane Avery
Client Relations Assistant