Build a life beyond your portfolio.

Keep your future secure

Wealth is more than a number. It’s the freedom to live fully, securing what you’ve built, and keeping you ahead for what comes next.

402 East Yakima Avenue Suite 120, Yakima, WA 98901

(509) 853-1597

To truly understand what matters most to the families we serve.

Bringing you clarity, security, and growth.

At Surience, we help you align your wealth with what matters most to you, bringing clarity, security, and growth across generations. For successful individuals and families, we serve as your family wealth strategist — delivering disciplined investment management, concierge-level service, and strategies tailored to your values and legacy.

Protect what matters. Build what lasts.

You deserve a strategy that reflects and honors your hard work. At Surience, safeguarding your wealth starts with an understanding of what matters most to you, because we know it’s more than your portfolio.

It’s your lifestyle, your values, and your legacy. So, to always align your wealth with your life, we curate wealth strategies that don’t just look after you, but that keep looking ahead.

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Secure your wealth with smarter data.

To best secure your tomorrow, we believe you have to prepare for it today. Surience’s proprietary investment platforms are designed to anticipate trends in the market - not just react to them. Pairing our unique data accumulation with an advanced risk-mitigation philosophy, we’re always looking to proactively reduce your exposure to drawdowns, and find opportunities to set your wealth up for longterm clarity and control.

Wealth management built around you.

From timely updates to thoughtful check-ins, we’re here to ensure you’re never left wondering what’s happening with your financial world. Because when it comes to something as important as your wealth, this level of service shouldn’t be a luxury. It’s simply what you deserve.

Take the next step with clarity.

Growth starts with protection

Discover a unique, personalized approach to wealth management. Let’s talk, and put together a plan that keeps your wealth in harmony with your values and objectives.

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The Surience advantage.

An incredible partner

”He has been an incredible partner in my financial planning and he has made it possible to reach my goals. He listens, understands what matters most to me, and provides thoughtful, customized advice. With Armand and Surience Private Wealth team, I feel supported, informed, and genuinely cared for.”

*Maria D is a client of Surience Private Wealth and is not being compensated for sharing their opinion and experience with our firm.  Any compensation creates a conflict of interest and Maria's comments may not be representative of any other person's experience with the firm.

– Maria D

Best interests in mind

”Surience has been a great team, always trying to accommodate my changing goals and make adjustments when needed, keeping my best interests always in the forefront of their decisions and investment tactics, using the most current and updated tech to achieve all our goals. Its a relationship that's working well for me.”

*Beverly H is a client of Surience Private Wealth and is not being compensated for sharing their opinion and experience with our firm.  Any compensation creates a conflict of interest and Beverly's comments may not be representative of any other person's experience with the firm.

– Beverly H

Consistently Impressed

”I’m consistently impressed with Armand and the Surience Private Wealth team. Their thoughtful guidance and clear commitment to my financial wellbeing make me feel secure and supported.”

*Troy F is a client of Surience Private Wealth and is not being compensated for sharing their opinion and experience with our firm.  Any compensation creates a conflict of interest and Troy's comments may not be representative of any other person's experience with the firm.

– Troy F

Proactive communication

”Working with the Surience team has been one of the best financial decisions I've made. Their guidance is clear, strategic, and always tailored to my goals. They communicate proactively, explain concepts in a way that's easy to understand, and consistently deliver results that make me feel confident about my financial future. I truly trust their expertise and appreciate the genuine care they bring to every interaction. Highly recommended.”

*Gabe R is a client of Surience Private Wealth and is not being compensated for sharing their opinion and experience with our firm.  Any compensation creates a conflict of interest and Gabe's comments may not be representative of any other person's experience with the firm.

– Gabe R