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Surevest Wealth Management, SVWM (“SVWM”) is a registered investment adviser in Arizona, California, Florida, Nevada, New Jersey and New York with offices in Phoenix & Las Vegas. Certain Investment Adviser Representatives of SVWM may also be licensed as registered representatives of Crown Capital Securities L.P. and may transact securities related business in that capacity. SVWM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. SVWM’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of SVWM’s web site on the Internet should not be construed by any consumer and/or prospective client as SVWM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by SVWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SVWM, please contact the SEC or the state securities regulators for those states in which SVWM maintains a notice filing.
SVWM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to SVWM’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Nothing on this site is intended as offer to buy or sell any securities.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by SVWM) will be profitable or equal any historical performance level(s).
Surevest may advise clients on assets not limited to but including 401k plans, real estate and business interests outside of the direct control of Surevest. Our assets under advisement differ from regulatory assets in which we exercise discretion. Please email brandon@svwealth for our most accurate regulatory AUM or refer to HERE. Media representations or outside references do not always accurately reference our current regulatory AUM.
Certain portions of SVWM’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from SVWM, or from any other investment professional. SVWM is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if SVWM is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of SVWM by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively from information prepared and/or submitted by the recognized adviser.
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