Private Wealth Management for the Rest of Us. Certain larger firms (i.e., UBS, Morgan Stanley, and Merrill Lynch) have "tiered" their platforms, with separate branch systems and advisor-training programs that distinguish clients based on net worth.
At Morgan Stanley, "Private Wealth Management" is the retail division focused on serving clients with greater than $10 million in investment assets, while "Global Wealth Management" focuses on accounts smaller than $10 million.
At Select Wealth Management, we believe you deserve Personalized Service regardless of your Net Worth.
We welcome portfolios of all investment ranges and give each investor
personalized service.
We have the concepts that you're looking for. Our strategies are tried and tested to create the most diversity in your portfolio.
We can change your life. Our approach is proven successful for many of our clients, including:
Every month we show 3 to 5 new clients how they can "invest like Harvard and Yale," and they appreciate it! Additionally, we take great care in crafting individual concepts for asset protection, tax minimization, and wealth preservation.