Surevest Private Wealth is a fiduciary for all our clients. This means that we put our client’s interests first and do not earn commissions or have any incentive to recommend one investment or strategy over another. This eliminates conflicts of interest, a common problem in the financial services industry.
All investments are fully liquid. So, there are never any penalties or fees to make withdrawals. Get systematic monthly income and /or lump sum distributions from your portfolio anytime.
You should never have to wonder: “How is my portfolio doing?”
That’s why we provide performance reports at the end of each quarter and at any other time, upon request.
Your Senior Wealth Advisor serves as your single point of contact and coordinates your wealth management team, which will include: