You built success on your own terms. Protect it the same way.
We know you didn’t get here by following a template — and success like yours deserves more than boilerplate strategy. A liquidity event, a business transition, a change in assets, or decades of disciplined growth can create events that standard planning was never built for. You need a warrior that equals your valor. SRMG stands by and protects you for your next move.
Two generations. An extended table of industry experts. One standard of ethics —
for the moments that shape generations.
Significant success creates significant complexity.
Most clients meet SRMG at a threshold: the sale of a company or a farm, an unusual bonus, deferred compensation coming due. They arrive extremely motivated — and when they see a few examples of what can actually be accomplished, the reaction is almost always the same:
That question is why SRMG exists: a warrior at the moments that matter, fighting alongside your existing professionals — never instead of them.
— some drive two hundred miles just to have this conversationWe partner with financial professionals, attorneys, and successful individuals to uncover sophisticated, lawful strategies that can help preserve the wealth they worked so hard to create.
Mike and Matthew Owens bring two generations of specialized strategy to the same table. The client’s existing professionals remain at the center, the relationships remain intact, and the credit stays where it belongs.
Most people think about taxes once a year. SRMG works the other eleven months too — consults and meetings all year round, and the hard cases worked side by side with your financial professionals in the months that matter.
The goal is simple: when success creates an extraordinary tax situation, make sure every intelligent planning opportunity has been explored before the tax bill is due.
Two generations.
Hand in hand.
Most firms promise continuity. Very few can put it in the room. At SRMG, father and son work side by side — so the strategy that protects your next generation is built by two of ours.
Forty years of strategic financial leadership — co-creator of a national legacy-planning system, a fixture in the industry’s national study groups — and no less in motion today: leading private engagements and traveling the country for keynotes, workshops, and study-group sessions. The architect, still at the drawing board.
A strategist in his own right — in the industry since 2009 — Matthew has built a practice spanning Nebraska and Iowa, and brings the second generation’s fluency to the SRMG table: new tools, new tax terrain, the same standard. Not a succession plan. A partnership.
Built for the moments that shape generations
Collaboration isn’t a courtesy here — it’s the operating model. The table starts with father and son. It was built with more chairs than two.
Just as financial professionals from around the country bring Mike their hardest cases, SRMG draws on a bench of its own — tax attorneys, senior accountants, and very high-level financial professionals across the U.S. That network isn’t aspirational. It’s already how the work gets done.
SRMG was structured so that seasoned strategists and proven rainmakers who share the standard can take a seat when the case calls for it. Few will — and that’s the point. The table grows by invitation, not headcount.
Every added chair exists to strengthen the professionals already at your table. The relationships stay intact, the strategy gets deeper, and the credit stays where it belongs.
Three disciplines. One standard.
Tax law rewrites itself. Industries reinvent overnight. Succession clocks run whether anyone winds them or not. The work sits at the intersection of tax strategy, risk, and disruption — preparing decisions before they become liabilities.
For the individual or family facing a seven-figure liability: planning, structure, timing, and mitigation — the moves made before the return exists. Designed alongside your financial professionals and attorneys.
When a client’s situation outgrows the hours in a financial professional’s week, SRMG steps in beside the firm — senior depth on loan. The relationship stays yours. The win stays yours. The client stays served.
Keynotes, workshops, and study-group sessions for financial professionals and industry societies nationwide — equipping the advisors clients trust most with the strategic view.
The seven-figure conversation
A clear division of labor
The best time to talk is before the tax bill is due
Consults and meetings run all year round — engagements and speaking dates are accepted on a limited calendar. A conversation costs nothing and clarifies everything.
Request a Consultation — worst case, you leave smarter