Selective Wealth Management, Inc.

Selective Wealth Management primarily serves individual and high-net-worth clients, along with family offices, trusts, estates and some institutional clients, offering comprehensive wealth management that includes financial planning, investment management, estate coordination, tax strategies, lifestyle protection, and charitable giving. Like many team firms, it delivers portfolio management on a discretionary basis and charges asset-based advisory fees for ongoing supervisory services.

The firm constructs client-specific investment plans and Investment Policy Statements, generally focusing allocations among U.S. and global equities (often via ETFs), fixed income, and income-producing physical assets, emphasizing investments it views as low-cost, transparent, tax-efficient and with little or no debt. Selective may use individual equities, ETFs, options (primarily covered calls) and other derivatives in separately managed accounts, conducts at least annual reviews for most managed clients, and supplements its process with technology tools including AI for analysis and documentation.

Selective is notable among peers for operating seven offices despite having a modest team size, and for affiliated private investment activity: related persons serve as general partner of a limited partnership engaged in real estate lending (the firm discloses rent arrangements and a policy not to solicit advisory clients into the partnership). The firm also uses third‑party lead-referral arrangements and event-based marketing (including webinars and a referral platform, Money Pickle) and discloses compensation for referrals and the potential use of paid solicitors or endorsements in its marketing practices.