Opportunities That Matter

At Selective, we create measurable value by identifying the actions you can take today that will have the biggest impact on your future. We call these Opportunities That Matter.

The Selective planning process begins with understanding who you are and what’s uniquely important to you. Together, we’ll identify your individual risk preference and capacity and create a visual map for your financial future. During our initial investment alignment meeting, we will identify actionable opportunities to achieve the things that are most important to you.

Each key interaction in our process is intentionally designed to better understand your unique situation and goals. There are three stages to our initial onboarding process:

Introduction & Discovery
Portfolio & Risk Alignment
Tax Optimization & Opportunity Identification

Our work does not stop when your meetings together end. We work diligently to discover planning opportunities for you and your family that we believe can make a difference. At Selective, we are always working on your behalf.

Risk Alignment

Risk Alignment

Growing Your Wealth the Effective Way.

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Tax Optimization

Tax Optimization

Protecting the peace, joy, and legacy of the families that trust us.

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