Services
Retirement Planning
Retirement Planning
Retirement Planning
Integrate investment management, financial planning, tax strategies, estate planning, and more into a cohesive plan tailored to your unique needs.
Financial Planning
Retirement Planning
Retirement Planning
Plan for retirement, funding your child’s education, or building a legacy for future generations. Our services are designed to help you be prepared.
Investment Advisory
Retirement Planning
Investment Advisory
• Cash Equivalents
• Fixed-Income Securities
• Equities
• Pooled Investments
• Derivative Securities
• Alternative Securities
• Insured-based products
Tax Planning
Estate Planning
Investment Advisory
Our trusted third-party partner takes a personalized approach to integrating every aspect of your financial life, ensuring you have a clear, actionable plan to navigate every stage of life with confidence.
Estate Planning
Estate Planning
Estate Planning
Preserve your legacy and ensure your loved ones are cared for. Our trusted third-party partner offers tailored estate planning services that provide clarity and peace of mind.
About Select Private Wealth
Gustavo Sanchez
Founder & CEO, CERTIFIED FINANCIAL PLANNER™
Gustavo Sanchez is a seasoned wealth manager with over a decade of experience in financial services, offering comprehensive wealth management and financial planning to clients across Puerto Rico and the U.S.
Our Mission
At Select Private Wealth Management, our mission is to empower individuals and families to achieve their financial goals, secure their futures, and build lasting legacies. We are committed to providing personalized, comprehensive financial solutions that reflect your unique needs, values, and aspirations. Through expert guidance, innovative strategies, and a client-centered approach, we help you navigate life’s financial complexities with clarity and confidence.