“Failing to plan is planning to fail”

Allen Lakein

“Failing to plan is planning to fail”

Allen Lakein

Building Wealth
Starts With A Plan.

We focus on understanding your goals and every aspect that affects your finances. Our advisors are familiar with the legal and tax consequences of living in the U.S., P.R. or abroad. That’s how we start building a plan.

Our Services

“The stock market is a device for transferring money from the impatient to the patient.”

Warren Buffett

With a plan in hand, we proceed to implement the following services:

Customized Portfolio Construction

Asset Management

Risk Analysis

Investment Consulting

Estate Planning

Retirement Planning

Insurance

Financial Reporting

We are Registered Investment Advisors, not Brokers

“The big money is not in the buying and selling but in the waiting.”

Charlie Munger

As Registered Investment Advisors, by law, we are Fiduciaries: we have to put your interests ahead of our own. A fee based compensation system allows for total objectivity in selecting investment vehicles for you. Bottom line: You win; we win. You lose (let’s be real, it can happen); we lose. And we don’t like to lose.

Securities offered through Arkadios Capital Member FINRA/SIPC.
Advisory Services offered through Arkadios Wealth, Inc.
Select Wealth and Arkadios Capital/Arkadios Wealth are affiliated through common ownership.

Who We Are

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Securities offered through
Arkadios Capital Member FINRA/SIPC.
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.