Comprehensive Wealth Management for You and Your Family.

Build a Partnership
Develop a Plan
Invest with Confidence

Managing your family's wealth can be daunting.

We are here to turn challenges into confidence.

Partner with Trusted Advisors and Have Confidence in Your Financial Future.


Schedule a call with our financial experts so we can get to know you, hear your story and understand what your goals are.


We'll determine your risk profile and the appropriate investment strategy to achieve your goals.


We'll deliver and implement your customized wealth plan, partnering with you every step of the way.

Why Partner with Shelton Wealth Management?

At Shelton Wealth Management we take pride in helping our clients succeed. We believe there are two major mistakes investors make that can derail that success: 1) Failing to plan and 2) Failing to partner with a trusted advisor. At Shelton Wealth Management, we solve both of these issues by creating a customized wealth plan for each of our clients, and by holding ourselves to a fiduciary standard that requires us to put our client’s interest above our own.

With Shelton Wealth Management You Will Experience:

Proactive Communication

Financial Confidence

Customized Solutions

Take the first step to financial peace of mind.

Copyright 2024 Shelton Wealth Management

(817) 415-2877

Shelton Wealth Management, LLC is a Registered Investment Advisor. This web site is not a solicitation or offer to sell investment advisory services. Shelton Wealth Management, LLC provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists.


All written content is for informational purposes only and may not constitute a complete description of available investment services or performance. Proprietary papers and writings are the opinions of Shelton Wealth Management, LLC. Other articles, links, and information presented on this site are obtained from sources believed to be reliable, but they are for informational purposes only and Shelton Wealth Management, LLC
does not guarantee their timeliness or accuracy. Clients should consult their advisor with regard to any questions they may have. Nothing on this website should imply that past results are an indication of future performance. The value and income of any of the securities or financial instruments mentioned on this Site can fall as well as rise, and an investor may get back less than he or she invested. Past performance is not necessarily a guide to future performance. Independent advice should be sought in all cases.


At certain places on this site, live “links” to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Shelton Wealth Management, LLC. Shelton Wealth Management, LLC does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Shelton Wealth Management, LLC.

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