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.