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Surevest Wealth Management Employee Directory

Investment ManagementArizona, United States11-50 Employees

Surevest Wealth Management is a boutique investment management firm based in Phoenix, Arizona. It targets successful individuals who prefer to delegate financial planning and portfolio management to a trusted advisory team, with the aim of getting their financial affairs in order and keeping them in order over the long term. The practice emphasizes lifelong relationships grounded in integrity and personalized guidance delivered by a small group of specialists with recognized credentials.

The company operates within the investment management industry and positions itself as a dedicated partner for clients seeking disciplined wealth management. In 2020, Surevest Wealth Management announced a partnership with CI Financial Corp.

Find Surevest Wealth Management employees' phone numbers or email addresses

Surevest Wealth Management Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Surevest Wealth Management's Leadership

  • Managing Partner at Surevest Wealth Management
    D. B.
    Managing Partner
    Mobile Phone
  • Senior Wealth Advisor at Surevest Wealth Management
    P. B.
    Senior Wealth Advisor
    Mobile Phone
  • Wealth Advisor & Women In Transition Specialist at Surevest Wealth Management
    B. P.
    Wealth Advisor & Women In Transition Specialist
    Mobile Phone

Surevest Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consultant
  • Other

Contact profiles from Surevest Wealth Management

Name
Title
Contact
Location
Last Update
  • Managing Partner at Surevest Wealth Management
    D. B.
    Managing Partner
    Mobile Phone
    Jul 27, 2024
  • Senior Wealth Advisor at Surevest Wealth Management
    P. B.
    Senior Wealth Advisor
    Mobile Phone
    Feb 26, 2024
  • Wealth Advisor & Women In Transition Specialist at Surevest Wealth Management
    B. P.
    Wealth Advisor & Women In Transition Specialist
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Surevest Wealth Management known for?

Minus sign iconPlus sign iconSurevest Wealth Management was founded in 2002 and operates in the Investment Management industry. You can contact Surevest Wealth Management's main corporate office by phone at
+1-480-272-****
. Explore Surevest Wealth Management's company overview page for more information.

What is Surevest Wealth Management's most common email format?

Minus sign iconPlus sign iconSurevest Wealth Management employees' email format typically follows the pattern of First@svwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Surevest Wealth Management email formats with LeadIQ.

How many employees does Surevest Wealth Management have currently?

Minus sign iconPlus sign iconSurevest Wealth Management has approximately 14 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Surevest Wealth Management's key employees and leadership?

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As of July 2026, Surevest Wealth Management's key employees include:

  • Managing Partner: D. B.
  • Senior Wealth Advisor: P. B.
  • Wealth Advisor & Women In Transition Specialist: B. P.

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