Surevest Wealth Management, SVWM (SVWM)/ Surevest Investment Counsel (SVIC) is a SEC registered investment adviser with offices in Arizona, California and Nevada. This 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 investment advice or an 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 tina@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.
Surevest does not publish our client’s investment performance publicly and nothing on this site shall be considered a reporting of performance past or present. Each client and prospective client agrees, as a condition precedent to his/her/its access to SVWM’s web site, to release and hold harmless SVWM, its officers, directors, owners, employees and agents from and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from SVWM.
The Client Spotlight section of our newsletter, Chirp, is not an endorsement of Surevest’s services or a reflection of either a positive or negative experience with our firm.