A complete list of active advisors currently associated with Selkirk Wealth Advisors, LLC

Warmer can help you find a great advisor at Selkirk Wealth Advisors, LLC or one who fits your needs even better.

Selkirk Wealth Advisors provides personalized comprehensive financial planning and discretionary investment management to individuals (including high net worth clients), trusts, pension and profit-sharing plans, charitable organizations, and small businesses, with a stated household account minimum of $750,000 and services captured in written agreements (Item 4; Item 7). The firm offers stand‑alone and ongoing planning engagements and may transition planning clients into discretionary asset management that invests in no‑load mutual funds, ETFs, individual stocks and bonds (Item 4). Portfolios are customized and managed on a discretionary basis, using in‑house analysis and, when appropriate, Third‑Party Money Managers whose Form ADV materials are provided to clients; Selkirk monitors and rebalances accounts and may aggregate (block) trades for multiple client accounts to seek average execution (Item 4; Item 5; Item 12; Item 13). The brochure notes the firm distributes quarterly performance reports to clients upon request and provides clients with Third‑Party Money Manager disclosure brochures, which the firm uses in manager selection and monitoring (Item 13; Item 5). Compared with many peers, Selkirk’s disclosure highlights operational and reporting practices that are less common: the firm discusses performance reporting and the delivery of Third‑Party manager ADV materials (which can include manager performance histories) to clients, explains block‑trading practices and potential custodian allocation/handling fees under Schwab, and documents use of equity‑related instruments including options (a type of derivative) in its list of investable securities (Item 13; Item 12; Item 8). The brochure also caps combined fees for Selkirk plus a Third‑Party Money Manager at 2.25% and discloses deemed custody through standing letters of authorization, operational details that may affect how clients receive reporting and trade execution.

To learn more about the advisors currently working at Selkirk Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.