Selective Wealth Management

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Specialties: Selective Wealth Management (SWM) is an investment advisory firm dedicated to helping clients secure their financial futures through investment expertise. SWM meets the needs of both individuals and institutions through various investment options such as 401Ks, IRAs, and Coverdell Education Saving Accounts Established in 2012. Selective was founded in 2012 and is an RIA based out of Lynchburg, VA. Selective aims to purchase the world's great businesses at brilliant prices to build a portfolio for clients that will create wealth long into the future. To learn more about Selective's investment philosophy check out our website. See our affiliate office PO BOX 1659 Lynchburg, VA 24505 (434) 515-1517