Selective Wealth Management is a financial advisory firm that helps clients coordinate their financial lives and pursue their goals. Its in-house team provides comprehensive wealth management, bringing together financial planning, investment management, estate planning, tax strategies, insurance advice, and charitable giving. The firm says its approach begins by understanding what matters most to each client and building a customized plan around their specific objectives.

Investment portfolios are tailored to individual preferences and financial goals. Selective describes itself as a fee-only fiduciary, stating that it puts clients’ interests first and does not earn commissions or compensation based on the composition of their investments. Its estate planning services include support for wills and trusts, with an emphasis on protecting clients’ legacies.

The firm also addresses needs such as retirement and college planning, home purchases, debt management, divorce, and windfalls or inheritance. Clients and visitors can explore articles, videos, webinars, calculators, and educational resources on financial planning, investing, and tax strategies. Selective invites prospective clients to request a meeting or free consultation.