Select Private Wealth

Select Private Wealth provides ongoing portfolio management for individual and high‑net‑worth clients, preparing an Investment Policy Statement for each client and generally managing accounts on a discretionary basis. As of December 2025 the firm reported about $14.25 million in discretionary assets across roughly 61 client accounts and delivers account statements and monthly reports through the custodian.

The firm’s investment approach combines a wide set of analytical methods — charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory — and employs both long‑ and short‑term trading strategies. It routinely uses margin and options strategies and may invest in a broad array of vehicles, including mutual funds, ETFs (including precious metal ETFs), real estate funds/REITs, hedge funds, private equity, venture capital, commodities and non‑U.S. securities.

Distinctive operational features noted in the brochure include a requirement that client assets be custodied at Schwab Institutional and the advisor’s affiliation as a licensed insurance agent who may accept commissions for insurance product sales; the firm discloses these arrangements and documents related conflicts of interest. The brochure also discloses material disciplinary matters — a 2021 regulatory enforcement matter resolved by stipulation and payment and a prior FINRA arbitration settlement — which prospective clients may want to review.