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.
Estate, Wills & Trusts
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.
THE BEDROCK OF WEALTH MANAGEMENT
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.
YOUR INTERESTS FIRST
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.
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.
An educated client is a successful client. Learn more about key financial planning techniques, tax strategies, investment principles, and more.