Founded in 2008, Selective Wealth Management is an independent, fee-only Registered Investment Adviser (RIA). The firm operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. They specialize in creating customized financial plans and investment strategies for individuals, families, and business owners, covering areas such as retirement planning, investment management, tax strategies, and estate planning. Their mission is to provide objective advice and build long-term relationships to help clients achieve their financial goals.

Founded in

United States