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​CHARLOTTE'S PREMIER WEALTH MANAGEMENT COMPANY

​Welcome to Selective Wealth Management in Charlotte, North Carolina – Your partners in navigating the financial landscape of the Queen City.

Financial Planning

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Estate, Wills & Trusts

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Investment Management

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Lifestyle Protection

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Tax Strategies

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Charitable Giving

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Comprehensive solutions for all your financial needs

ALL 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.

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THE BEDROCK OF WEALTH MANAGEMENT

FINANCIAL PLANNING

Financial planning serves as the foundational element for all wealth management activities. It's about understanding your unique priorities and crafting a bespoke strategy to fulfill your distinct objectives, ensuring every aspect of wealth management is tailored to your needs. 

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PRINCIPLED APPROACH

INVESTMENT MANAGEMENT

Our team specializes in enhancing your financial potential by integrating your wealth management needs. Aimed at Charlotte's dynamic community, we focus on optimizing your financial health to ensure your investments achieve maximum efficiency.

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YOUR INTERESTS FIRST

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.

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Explore the full potential of your wealth with Charlotte's leading wealth management expertise.

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