Financial planning helps a client identify his or her goals and create a strategy to attain those goals. Asset growth and retirement planning are two primary focuses of financial planning.

Wealth management specializes on higher net worth individuals and families. Services often include investment management, estate planning, asset protection, and private banking.

Selkirk Wealth Advisors is compensated on a fee-only basis. We believe commissions can unfairly incentivize financial planners and brokers to make poor decisions.

Yes, since we are a small firm, we are able to  build a relationship of consistency and trust with every client. You will always be able to meet with your advisor one on one.

Every piece of advice is generated through the sound judgement we would use for ourselves. However, each client’s needs and goals are different; we don’t have a one-size-fits-all approach.

Our mission is to elevate you and your family’s financial goals by unraveling the complexities and unburdening the weight.

Our philosophy is longterm success through financial freedom — for every client. This means personalized goal planning and unbiased advice.

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