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Be Confident in Your Future

Seeking to improve the lives of the families who trust us.

Our Process

Are you retirement ready?

You can get there with an intentional, transparent, and disciplined approach
to planning, tax optimization, and investment management.

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Earning Our Fees

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. 

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Actionable Planning

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.

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Team-Based Approach

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).

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Financial Planning Tailored to You

We’ll help you identify needs, set goals, and develop an actionable plan that can be readily monitored.

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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.

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Tax Strategies Without the Confusion

Tax matters can be stressful or confusing – but you don’t have to go at it alone.

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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.

Form CRS

"Look before, or you’ll find yourself behind."

- Benjamin Franklin

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

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