top of page
City skyline
Happy couple sitting down

​CHARLOTTE BASED WEALTH MANAGEMENT COMPANY

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

Comprehensive solutions for all your financial needs

Checkmark Symbol

Financial Planning

Checkmark Symbol

Estate, Wills & Trusts

Checkmark Symbol

Investment Management

Checkmark Symbol

Lifestyle Protection

Checkmark Symbol

Tax Strategies

Checkmark Symbol

Charitable Giving

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.

Woman and man holding hands on the beach walking
Happy couple with baby

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. 

Woman typing
documents and pen

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 maximizing investment efficiency.

happy couple on retirement
happy couple in retirement

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.

decorative icon

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

bottom of page