DISCLOSURE INFORMATION:
Surevest Private Wealth (SVPW)/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 SVPW’s web site on the Internet should not be construed by any consumer and/or prospective client as SVPW’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 SVPW 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 SVPW, please contact the SEC or the state securities regulators for those states in which SVPW maintains a notice filing.
SVPW 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 SVPW’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 SVPW) 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 client@svwealth.com for our most accurate regulatory AUM. Media representations or outside references do not always accurately reference our current regulatory AUM.
Certain portions of SVPW’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 SVPW, or from any other investment professional. SVPW 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 SVPW is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of SVPW 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 SVPW’s web site, to release and hold harmless SVPW, 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 SVPW.
The Client Spotlight section of our newsletter, Wealth and Wisdom, is not an endorsement of Surevest’s services or a reflection of either a positive or negative experience with our firm.
SOCIAL MEDIA: Social media platforms are solely for informational purposes. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes”, we do not endorse or necessarily share the same opinions expressed by site/internet users. While we appreciate comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.