Jeremy Kisner, CFP is the Director of Financial Planning and a Senior Wealth Advisor at Surevest Wealth Management. Jeremy and his team provide Retirement Planning and Investment Management to mid - high net worth individuals and families ($500k minimum account size). Our firm can help you grow and protect your wealth with a well-researched, well-diversified investment portfolio and comprehensive financial plan. We are a "fee-only" fiduciary, which means that we do not earn commissions or have any conflicts of interest.
Investment Management, Financial Planning, Retirement Planning, Estate Planning, Customized Investment Strategies, Financial Advice
Open now
Welcome to Financial Advisor Pro, your trusted partner for financial advising and wealth management. Our team of experienced financial advisors are dedicated to helping you achieve your financial goals with personalized strategies tailored to your unique needs. Whether you're planning for retirement, saving for your children's education, or managing your investments, we're here to guide you every step of the way. Contact us today to schedule a consultation and take control of your financial future.
CAPTRUST's Phoenix-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families, as well as investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits. The team enjoys working directly with clients in all areas of financial and investment strategy, specializing in holistic tax, retirement, and estate planning.
