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Our Services

Impactful solutions for all stages of your financial life.

Your wealth strategy contains two components: Financial Planning & Investment Management.

When it comes to money, everyone has different concerns, challenges, and biases. My goal is for each client to think of me as a trusted and insightful friend who they can call with any personal finance question. I’ll raise questions you may not have considered, explore consequences you may not have foreseen, and bring a new set of solutions and perspectives.

Financial Planning

Financial Planning

Financial planning is figuring out how you will use your current and future resources to build a life that you love.

Traditional financial planning is frequently based on simplistic rules, such as… always buy term insurance, or always save a certain percentage of your income. Unfortunately, these rules don't always yield the best results for every individual. Software and spreadsheets are great, but the key to rewarding financial decisions is figuring out what truly makes you happy and developing a strategy to get more of that into your life, sooner.

Money is the #1 source of stress in America, but it doesn’t have to be. Money can be a source of empowerment and confidence. The secret is having a good financial plan.

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Investment Management

Investment Management

Throughout our initial planning process, we discuss your investment history and experience, your short and long-term needs, your time horizon, and the level of risk you are comfortable taking. We use these inputs to build a world-class investment portfolio that best matches your objectives.

We build portfolios for investors from conservative to aggressive and 3 shades in between. Surevest has also become known for our development of a portfolio model specifically designed for retirees with an objective of inflation- adjusted lifetime income.

Our goal is to deliver competitive and consistent performance with low expenses. All investments are fully liquid and commission free.

(Note: investments that have limited liquidity may be used in rare cases with client’s prior approval)

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Equity Compensation

Equity Compensation

Many executives, directors and managers receive compensation in the form of stock options, restricted stock, employee stock purchase plans, and/or deferred comp. Equity compensation is great, but each variation has different variables and tax treatment. Tax planning can be especially important for high earning corporate executives, who have limited time and need a competent team to help them make good financial decisions.

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