wiseradvisor

Jeremy Kisner, CFP®, CLU®
Surevest Private Wealth

Tel: 480-272-7116
2425 E. Camelback Road
Ste 890
Phoenix, AZ 85016

Go Beyond Average

Surevest Private Wealth | Financial Advisor in Phoenix ,AZ


About Surevest Private Wealth

The Surevest team is dedicated to meeting the demands of high-net-worth and high-earning individuals. We accomplish this by providing independent, world-class asset management in conjunction with a personalized planning approach. Our goal is to create meaningful, long-term relationships with our clients while we help them build and protect their wealth.


General Information

Firm Start Year:   2002
No.of Employees:   10-19
Name of Custodial Firm:   TD Ameritrade, Charles Schwab
Number of Years with Current Firm:   12
Work Experience:   My team and I manage investment portfolios and advise clients on all related personal finance matters such as Social Security, pensions, insurance, taxes, and estate planning. My goal is to help people prepare for a fun, fulfilling, and secure retirement.

To help my clients reach this goal, I utilize and keep current the following designations, certifications, and licenses: " Certified Financial Planner " Certified Private Wealth Advisor " Chartered Life Underwriter " Registered Life Planner (Kinder Institute)

I also focus on more than just rates of return and minimizing taxes - both important factors. However, most financial decisions also have a strong emotional component. Do I downsize my house? When do I sell my business, or retire from my job? Do I help my kids and grandchildren financially while I am still alive so I can see them use the money?

I have helped hundreds of families make these types of decisions and use money more effectively to reduce stress and create memories.

If you want to chat about your financial situation, please feel free to connect with me here or I can be reached at (480) 272-7116 or via email at: jeremy@svwealth.com
I work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Tax Advice and Services, Wealth Management, Retirement Planning, Estate Planning & Trusts, Financial Planning for Individuals


Services

Investment Types:   Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Stocks, Options & Futures, Bonds, Insurance, Annuities, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via Phone, At my office, Video Conference


Firm Information

Firm's Number of Clients:   300
Firm's Number of Planning Clients:   150
Firm's Number of Managed Clients:   250
Assets Managed by Firm:   382,000,000
Advisor's Number of Clients:   80
Advisor's Number of Managed Clients:   80
Advisor's Number of Planning Clients:   80
Assets Managed by Advisor:   $110,000,000


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $1,000,000
Fee % Based on Assets:   .85 - 1.25
Additional Details on Charges:   We are a fee-only "fiduciary" advisor. There are no conflicts of interest and our fees are fully disclosed and transparent. We also offer commission-free insurance products to our managed account clients.
Minimum Fee Charged for Managed Accounts:   $7,500


Education

Bachelors Degree - Economics  University of California, Santa Barbara - Santa Barbara, California
09/1988-12/1992



Faqs

  • Do you have a customer satisfaction or refund policy? Yes. If a client is ever unhappy, they can terminate our services at any time, for any reason and have all of their money within 5 days. All of the investments we use are liquid (no surrender charges). In addition, we offer a pro-rata refund on our management fees for the portion of the term that is unused.
  • Why should I choose you as my financial advisor? Bachelors in Economics from UC Santa Barbara, 1992 Certified Financial Planner (CFP) Certified Private Wealth Advisor (CPWA) Charter Life Underwriter (CLU) Registered Financial Life Planner (RLP)
  • How do you charge for your services? Comprehensive Financial Planning and Investment Management
  • How are you compensated? How will I pay for your services? I personally work with approximately 80 families.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? I will be the main point of contact, but I have a team of people helping me. These include operations staff and the investment management team. Most communication goes through me or my assistant.
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Disclaimer

https://svwealth.com/disclosure/

Jeremy Kisner

Jeremy Kisner

CFP®, CLU®

Jeremy is a Senior Wealth Advisor, providing financial planning and investment management services directly to a select group of Surevest clients. He also serves as the firm's Director of Financial Planning and helps keep Surevest's financial life planners current on the latest strategies and law changes, as well as advising on complex cases for high net-worth clients.

Jeremy's primary areas of expertise are retirement income planning and minimizing taxes. He co-authored the highly rated personal finance book: A Good Financial Advisor Will Tell You...(available on Amazon.com), along with Surevest's Chief Investment Strategist, Robert Luna. He also writes the popular personal finance blog, Clear and Concise Financial Advice® (https://www.jeremykisner.com/retirement-blog).

Jeremy holds a degree in Economics from the University of California, Santa Barbara, and has also earned the following professional designations: Certified Financial Planner®, Certified Private Wealth Advisor®, Chartered Life Underwriter®, Registered Life Planner®.

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My Services

Financial Planning for Individuals

Your comprehensive written financial plan will include: - All your financial goals - Net worth statement - Cash-flow chart - Insurance review - Investment plan - Probability of success and Range of potential outcomes


Retirement Planning

I will help you answer questions like: When can I afford to retire? Where will my income come from during retirement? How should my investments change once I am taking withdrawals from my portfolio? When should I collect social security? What distribution option should I select from my pension plan? What changes will we make to our spending, lifestyle, housing, etc.?


Estate Planning & Trusts

Estate planning is the process of deciding who will make decisions for you when you are no longer able to make them for yourself. We help you to organize your estate to make things as easy and straightforward as possible, and to name beneficiaries as well as specify the timing of distributions, contingencies, and any restrictions. We work with competent, trustworthy and cost effective estate planning attorney's to set up your affairs correctly.


Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM

Communities Served

My main office is in the Biltmore area of Phoenix but I work very productively and successfully with clients nationwide through Zoom. Approximately 60% of my clients are in Arizona
30% in California and 10% spread out throughout the United States.

Social Networks

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