As a registered investment advisor (RIA), Selkirk Wealth Advisors works on a fee-only basis with individuals, families, trusts and foundations. We understand the complexity that often comes with accumulated wealth. We are exclusively focused on simplifying these complex topics to craft a solution that will reflect your wishes.
Our comprehensive financial plans and investment portfolios are custom designed around the goals that matter most to you. We understand the nuances and complexities of managing wealth and have been guiding generations of clients in making informed financial decisions. We'll watch over every aspect of your financial life, so you can spend time doing what you love instead of worrying about your money.
Our comprehensive financial plans and investment portfolios are custom designed around the goals that matter most to you. We understand the nuances and complexities of managing wealth and have been guiding generations of clients in making informed financial decisions. We'll watch over every aspect of your financial life, so you can spend time doing what you love instead of worrying about your money.
Services
Services
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Holistic financial planning with a Certified Financial Planner (CFP) who will transform your personal goals into an actionable strategy. From estate planning to strategic gifting techniques, your unique financial success hinges on identifying and accessing investment management and financial planning strategies that are specifically structured to address your unique needs.
Approach
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Maximizing your wealth means more than just your return on investments and balancing your portfolio. At Selkirk Wealth Advisors, we offer independent, personalized financial advice for people interested in creating, preserving and protecting their wealth. The first step is determining your financial needs and long-term goals.
Our Clients
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When we facilitate the planning process for our wealthy clients, the focus is on ensuring that wealth is transferred to loved ones and charitable causes, rather than to the IRS. We work to understand their unique needs, interests, and concerns, and develop tailored solutions to help our clients work towards their financial goals.
Inquiries
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At Selkirk Wealth Advisors we are wealth managers, investment advisors and trust investment managers. However, we go beyond financial capital to understand and define a strategy for your family vision, values and desires. We are here to help define your legacy-and to partner with you to help you make those dreams an enduring reality.
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