SureVest Capital Management was founded in 2002 by Robert Luna. Mr. Luna’s goal was to bring his experience as a risk analyst and money manager for institutions and pension funds to individual investors. He noticed that many individual investors were getting confusing, conflicting and often dangerous investment advice. Many financial advisors were leading their clients into the most common investment traps such as chasing whatever is hot at the moment, making decisions based on emotion, trying to time markets and managing retirement income portfolios the same way they manage accumulation portfolios. In short, people were paying for bad advice.

In 2008, SureVest merged with Kisner & Associates, a Las Vegas financial planning and wealth management firm. The combination brought a wealth of knowledge and resources in the areas of financial planning, tax planning, and estate planning.

SureVest is a Independent Registered Investment Advisor, which means that we are not biased by any in-house or proprietary products. Therefore, we are free to work objectively with the widest variety of investments. Our goal is to help each client get their financial house in order and keep it in order for the rest of their lives. SureVest is able to deliver a level of service and performance that goes far beyond what you can expect from a traditional brokerage house relationship. We serve a distinct customer base and, for the benefit of our existing clients, we only accept a limited number of new clients each year. We have offices in Phoenix & Las Vegas.

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