DISCOVER YOUR WEALTH'S FULL POTENTIAL
Selective provides comprehensive wealth management through a team of professionals to cover financial planning, investment management, estate planning, tax strategies, lifestyle protection, and charitable giving.
THE ADVICE YOU NEED.
Our in-house team of experienced professionals work together to unlock your wealth's full potential by coordinating all aspects of your financial wellbeing. When we work together, your wealth works harder.
Services for Every Aspect of Your Financial Life:
THE BEDROCK OF WEALTH MANAGEMENT
FINANCIAL PLANNING
Your financial plan lays the foundation for all wealth management activities. We learn what matters most to you and build a fully customized solution to achieve your specific goals.
INVESTMENT MANAGEMENT
Every client situation is different, which is why your portfolio is tailored for you. We work backwards from your unique goals to construct a portfolio that matches your investment preferences and financial objectives.
FIDUCIARY STANDARD
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. No commissions, ever.
ESTATE PLANNING, WILLS & TRUSTS
A well designed estate plan protects your legacy for the people you love.
A collection of articles written and curated by our team here at Selective.
Calculators designed to help answer some of the most common financial questions.
RESOURCES
An educated client is a successful client. Learn more about key financial planning techniques, tax strategies, investment principles, and more.
“FINANCIAL FREEDOM IS AVAILABLE FOR THOSE WHO LEARN ABOUT IT AND WORK FOR IT.”
IT'S TIME TO DISCOVER YOUR WEALTH'S FULL POTENTIAL.
