Let Select Retirement Wealth Help You Enjoy the Dream of Retirement Income
Your financial security is about more than investments. We help you live your values and trust your future — planning every step of the way.
By making the leap and reaching out, you'll kickstart planning for your future.
We offer many different wealth management services, including managing hedge funds and mutual funds, helping with estate planning, and offering expert insurance advice.
- We act as your guide throughout your financial planning journey.
- We are not bound to particular products or funds.
- We're focused on finding the solution that is best for YOU.
Comprehensive Wealth Management Services
We've built a custom financial planning experience that meets you where you are — and walks the whole journey with you.
Retirement Income Planning
Turn the assets you've built into a predictable, lasting paycheck for life — so you can retire with confidence, not guesswork.
Wealth Management & Investments
We manage hedge funds, mutual funds, and diversified portfolios — never bound to particular products or funds, only to what's best for you.
Estate Planning & Legacy
Protect what matters most and pass on your values alongside your wealth with a thoughtful, family-centered legacy plan.
Insurance & Long-Term Care
Expert insurance guidance to shield your family from the unexpected and preserve the future you've worked so hard to build.
401(k) / IRA Rollover Review
A clear-eyed review of your current plan — where it's strong, where there's opportunity, and the smartest next step forward.
Values-Driven Financial Strategy
A custom planning experience that meets you where you are, built around the life you want to live, not just the numbers.
We Know Trust Is Earned
Your wealth is the result of your hard work and dedication to what matters most. Too often financial advice misses the person being advised. We seek to understand what money means to you and support your life well lived.
We treat you like part of our family so you can focus on what matters most. Our advisors believe that you're worth more than your wealth, and we're committed to treating you as such.
See How We Plan
Joe Cruz — Retirement Specialist
A native of South Florida and a University of Miami graduate, Joe has dedicated his career to helping families find their financial independence. He leads with a fiduciary standard, treating every client like part of the family.
Schedule a Meeting with JoeWhat Can You Expect?
Knowing your Financial Profile can help you decide the next steps on your wealth journey. Don't know where to begin? Start by understanding where your current plan is strong and where there's opportunity for improvement.
- A Values-Driven Financial Strategy
- Solutions for Turning Assets into Income
- Confidence about Your Retirement Future
- Clarity to Make Today's Decisions
We'll Plan for the Whole Journey, Together
An end-to-end map of your financial future and how to navigate what's ahead — accommodating your style with the right level of detail and communication you deserve.
Step 1
Discovery
- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Step 2
Strategy
- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Step 3
Implementation
- Organize accounts to goals-based investments
- Complete additional planning areas
- Establish our plan for communication and connection
"Select Retirement Wealth is about family. Helping people find their financial independence has been our passion for over 30 years."
The Select Retirement Wealth Team
The Place to Build Your Future Is Right Down the Road
Whether you are closer to Georgia or South Florida, Select Retirement Wealth is ready to help you build a thoughtful plan for the road ahead.
Main Office
Kennesaw, Georgia
South Florida
Miami, Florida
Message Us Now
Do not hesitate to send us a message to learn more about our retirement and wealth solutions. Schedule a meeting with Joe Cruz or call 786-704-1890 today.