VANESSA PATRICK
Executive Assistant to the CEO

 

  310.997.0794    vanessa@svwealth.com    svwealth.com
 
 1880 Century Park East, Suite 1020, Los Angeles, CA 90067

 

 

 

 

 

A close up of a logo

Description automatically generated

Surevest has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

 

 

Services offered through Surevest Private Wealth, a Registered Investment Adviser. This message and any attachments contain information which may be confidential and/or privileged and is intended for use only by the addressee(s) named on this transmission. If you are not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are notified that any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately by e-mail or by telephone and (ii) destroy all copies of this message. Please note that trading instructions through email, fax or voicemail will not be taken. Your identity and timely retrieval of instructions cannot be ensured.