New Surevest Office & Corporate Headquarters

New Surevest Office & Corporate Headquarters

We are pleased to announce our new Los Angeles office at:

For those unfamiliar with the area, Century Park East and Avenue of the Stars represent the premier corridor for financial services in Los Angeles, and arguably the West Coast.  We are blocks away from the famous Rodeo Drive in Beverly Hills and only twenty minutes from LAX.  We are excited to consolidate our former San Diego office and Las Vegas office into this beautiful new space. Going forward, we will serve all our clients from across the nation, and now internationally, from our Phoenix Location and our new corporate headquarters in Los Angeles. Covid has also taught us that the heavy investments we have made in technology over the years were prudent, and most clients now prefer to meet virtually through Zoom over driving to our offices! We have been able to implement a flex work schedule both in the office and remote for many of our employees, which we believe helps improve the overall culture at the firm, and in return, the service to you. We look forward to welcoming you into our new office when you are in town!

Disclosure: Our office changes and new office phone number in the Los Angeles location is considered a material change by the SEC. Therefore, we updated our ADV to reflect the changes listed above; everything else remains the same. Please contact us at 310.492.7330 should you want an updated copy of our Form ADV.