Bachelors Degree

Jeremy Kisner - Financial Advisor in Phoenix, AZ | WiserAdvisor.com

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.

Surevest Private Wealth

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

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 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.

We do tax projections and show you side-by-side scenarios of potential tax liabilities. Our user-friendly tax reports clearly illustrate the impact of various financial decisions such as Roth IRA conversions.

We build portfolios for investors who are conservative, as well as ones who are aggressive, and 3 shades in between (moderately conservative, moderate and moderately aggressive). These portfolios are built using stocks, bonds,  ETFs, REITs, and alternative asset classes. 

Our focus is on keeping expenses as low as possible and performance as high as possible for a given risk tolerance.

As a Senior Wealth Advisor, I serve as your single point of contact and coordinate your wealth management team, which will include:

- Certified Financial Planners (CFP)
- Chartered Financial Analyst Charterholder (CFA)
- Certified Investment Management Analyst (CIMA)
- Chartered Life Underwriter (CLU)
- Masters of Business Administration (MBA)
- Certified Private Wealth Advisor (CPWA)

Paladin Research Report For:

Jeremy Kisner

Surevest Private Wealth

About Jeremy Kisner

General Information

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Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelors Degree - Economics

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