Are you retirement ready?
You can get there with an intentional, transparent, and disciplined approach
to planning, tax optimization, and investment management.

Earning Our Fees
As a fee-only fiduciary, we put your interests first. Selective Wealth Management never earns more or less based on the composition of your investments.

Actionable Planning
Your team at Selective will help you clearly identify the actions you can take today that will have the biggest impact on your tomorrow.

Team-Based Approach
With Selective, you’ll have access to the full breadth of our team, including investment professionals (CFA®), financial planners (CFP®), and tax experts (CPA).
Financial Planning Tailored to You
We’ll help you identify needs, set goals, and develop an actionable plan that can be readily monitored.
Estate Planning to Secure Your Legacy
We’ll help you identify an estate strategy that reflects your needs and ensures that it’s as simple as can be – but no simpler.
Tax Strategies Without the Confusion
Tax matters can be stressful or confusing – but you don’t have to go at it alone.
RESOURCES
Success comes with an education on what you should expect in your financial journey.
ARTICLES
A collection of handpicked articles.
CALCULATORS
Calculate financial decisions with confidence.
VIDEOS
Even more videos to enjoy.
PRESENTATIONS
Managing your money involves more than simply making and following a budget.