Hubert, NC Office

Selective Wealth Management serves individuals (including high‑net‑worth clients), family offices, trusts, estates, charitable organizations, and institutional clients with comprehensive wealth management services such as financial planning, investment management, estate planning, tax strategies, lifestyle protection, and charitable giving. The firm provides ongoing discretionary portfolio management—generally for accounts with at least $1,000,000, subject to waiver—and also offers one‑time modular or comprehensive financial planning engagements.

The firm structures portfolios around three primary asset classes—U.S. stocks and equity ETFs, fixed income, and income‑producing physical assets—favoring investments it views as transparent, low‑cost, tax‑efficient, diversified, and with little or no debt, and documents client objectives through Investment Policy Statements and formal reviews. Selective uses fundamental analysis and a curated “approved securities” list, employs derivatives in separately managed accounts (primarily covered‑call options), and uses technology tools, including artificial intelligence, to support research and client delivery.

Noteworthy disclosures in the brochure include a related‑party limited partnership involved in real estate lending for which firm personnel serve as general partner, a compensated lead‑referral/endorsement arrangement run through webinars and a third‑party platform (Money Pickle) for which the firm discloses receiving a referral fee (equal to 70% of the compensation Money Pickle receives for qualified leads), and a multi‑office structure (seven offices). The firm describes these arrangements as potential conflicts of interest and discloses mitigation measures—written agreements, landing‑page disclosures, recordkeeping, and periodic compliance reviews—rather than excluding the activities.