Network·Family Office

Selective Wealth Management, INC.

Unclaimed

📍 FOREST, VA

Family Officefinancial services
www.selectivewm.com

SEC CRD #801-108568

About

--> Selective Wealth Management | Financial Planning top of page SERVICES INSIGHTS PLANNING INVESTING ABOUT (434) 515-1517 SCHEDULE A MEETING SIGN IN DISCOVER YOUR WEALTH S FULL POTENTIAL ​Selective provides comprehensive wealth management through a team of professionals to cover financial planning, investment management, estate planning, tax strategies, lifestyle protection, and charitable giving. FREE CONSULTATION THE ADVICE YOU NEED. Our in-house team of experienced professionals work together to unlock your wealth s full potential by coordinating all aspects of your financial wellbeing. When we work together, your wealth works harder. LEARN MORE Services for Every Aspect of Your Financial Life: Financial Planning Estate, Wills Trusts Investment Management Insurance Advice Tax Strategies Charitable Giving THE BEDROCK OF WEALTH MANAGEMENT FINANCIAL PLANNING Your financial plan lays the foundation for all wealth management activities. We learn what matters most to you and build a fully customized solution to achieve your specific goals. LEARN MORE PRINCIPLED APPROACH INVESTMENT MANAGEMENT Every client situation is different, which is why your portfolio is tailored for you. We work backwards from your unique goals to construct a portfolio that matches your investment preferences and financial objectives. LEARN MORE YOUR INTERESTS FIRST FIDUCIARY STANDARD As a fee-only fiduciary, we put your interests first. Selective Wealth Management never earns more or less based on the com

Key Contact

JS

JOSH STANDEVEN

CHIEF COMPLIANCE OFFICER

📞 (434) 515-1517

🔒 Sign up for free to view key contact information

Sign up free →

This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.

AUM

$455M

Location

FOREST, VA

Is this your firm?

Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.