If you are a Select Money Management client,
you can now reach your advisor team at:
For questions or to schedule an appointment, please call:
(949) 975-7900 or (800) 445-9822
You will have continued access to
AssetMark
As a result of our new partnership,
Select Money Management clients will now have access to:
“Select Money Management shares our vision of holistic wealth management and long-term client care. Like SEIA, they have achieved impressive growth by combining sophisticated financial strategies with a full-service platform that supports clients across investments, planning, and beyond.”
Matt Matrisian, SEIA’s President
