Go Beyond Average

Our clients have grown beyond cookie-cutter advice and call-center service.

At Surevest, we require a higher standard be met by the advisors providing guidance to our clients. At minimum, all Senior Wealth advisors at our firm have at least ten years of experience and have passed the CFP® (Certified Financial Planner) exam. All of our investment portfolios are overseen by a Chartered Financial Analyst® charterholder with at least ten years of experience. These are just two of many differences that distance us from the average wealth management firm.


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Benefit from Team-Based Collaboration

We are a team of professionals dedicated to meeting the demands of high-net-worth and high-earning individuals.

We accomplish this through a customized and comprehensive financial life solution that combines independent world-class asset management with a personalized planning approach. Our investment committee, Surevest Investment Counsel, combined with our personal financial teams at Surevest Wealth Management, create meaningful, long-term relationships with our clients in order to strategize and manage effectively a plan that continually meets your financial life goals.

The investor’s chief problem and even his worst enemy is likely to be himself.” — Benjamin Graham

Our financial life planners can help you overcome “the behavior gap.”

A DALBAR study shows that over the past 30 years, equity markets have returned 10.16% annually while the average equity investor only achieved 3.98%!

The primary reason cited for this underperformance is the average person’s inability to separate emotions or “gut feel” from the investment process. A recent Vanguard whitepaper shows that a partnership with a competent investment professional provides the potential to add up to 1.5% to your annual returns through behavioral coaching alone.

Surevest regularly shares our economic insight with national media outlets.

A Partner in Excellence

Our Chief Investment Strategist, Robert J. Luna, is regularly sought out by the national media to share his views on how our team is navigating the current economic environment. Robert and his team continuously monitor global economic and market-leading indicators to position our clients ahead of the curve.