Jeremy Kisner Wealth Management is a Financial Advisor in Phoenix serving clients nationwide. We help you plan a great retirement, and structure your finances to help you achieve it. Advisory services through Surevest Inc., DBA Jeremy Kisner Wealth Management. Retirement Planning: Plan a fun and fulfilling retirement by going beyond the numbers. We help you find solutions to your questions about financial and retirement planning and we’ll even help you plan your estate. Investment Management: Protect and grow your wealth with an investment partner who puts your interests first. We help you get a well-researched, well-diversified investment portfolio without any conflicts of interest.