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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.

Financial Planning

Estate, Wills & Trusts

Investment Management

Lifestyle Protection

Tax Strategies

Charitable Giving

Services for Every Aspect of Your Financial Life:

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

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.

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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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PRINCIPLED APPROACH

INVESTMENT MANAGEMENT

Every client situation is different, which is why your portfolio is tailored for you. We work backward from your unique goals to construct a portfolio that matches your investment preferences and financial objectives.

INSIGHTS

A collection of articles written and curated by our team here at Selective.

CALCULATORS

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 AVAILABE FOR THOSE WHO LEARN ABOUT IT AND WORK FOR IT.”

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It's time to Discover your Wealth's Full Potential.

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ESTATE PLANNING, WILLS & TRUSTS

A well designed estate plan protects your legacy for the people you love.

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