Our Story
It All
Started in 2018.
Our Story
It All
Started in 2018.
Founded in 2018 by Luis De Jesús and Javier Reyes, Select Wealth has grown to be a boutique advisory firm, leveraging our pool of talent to develop a family office approach to serving our clients through tailored financial solutions and concierge service.
Founded in 2018 by Luis de Jesus and Javier Reyes, Select Wealth has grown to be a high-touch boutique advisory firm, leveraging our pool of talent to develop a multi-family approach to serving our clients through tailored financial planning, holistic investment strategies, and concierge personal service.
More
Javier is Co-Founder and Co-Chief Investment Officer of Select Wealth. He holds a Bachelor’s degree in Business Administration. He has over 27 years of experience in the Financial Services and Insurance industries. He held multiple investments licenses including Series 7, 6, 24 and 53, and currently holds the Series 66 investment license as well as the Life, Disability and Annuity Insurance License.
More
More
More
Julio’s primary role is Vice President where he handles the overall needs of our clients and organizes our daily operations. He held the Series 7, 6, 63 and 65 investment licenses and has over 26 years of experience in the Financial Services industry.
More
Karem’s primary role is Client Relationship Manager where she handles the day-to-day needs of our clients. Karem has over 27 years of experience in the Financial Services industry.
More
Germán’s primary role is Head Trader. He earned a Bachelor’s Degree in Economics from the University of Michigan and a Juris Doctor from the University of Puerto Rico. Germán also holds the Series 7 and 66 investment licenses and has over 14 years of experience in the Financial Services industry.
Advisory Services offered through Arkadios Wealth, Inc.
Select Wealth and Arkadios Capital/Arkadios Wealth are affiliated through common ownership.
© Select Wealth Advisors LLC.
All rights reserved.