Evan Kahn

SRQ Wealth had the opportunity to work with Greg Watkins, Isaac Mamaysky and Bryan Fisher recently. The were all efficient, advocated heavily on our behalf and even came through when the deadlines got tight. They rearranged their schedules to make Zoom meetings happen and occasionally responded in the wee hours of the night. We were very pleased with their work and in the end their bill was quite reasonable...less than we expected (just don't tell them that I said that!).

Hired Potomac for merger of RIA firm. Quote for work was $5,000 and was supposed to be done by 12/31/2024. However, by mid Feb 2025, the work was still not complete and I was hit with a bill for an additional $38,000 on top of the $5,000 upfront retainer I already paid. After complaining, the 38k bill was cut in half. At the end of the day I paid over $23k and nothing was completed, so I terminated, and used my local attorney to get the job done for a total of $2,400 all-in.

I worked with Natalie Koss and she was a champion and a fighter for me and my family through the whole process. She is resourceful, intelligent , fair and plain-spoken. I truly appreciate her and everything she and her team have done. I recommend everyone I know to her.