About Shelton Wealth Management

Formed in May, 2021, Shelton Wealth Management seeks to provide clients the personalized relationship they desire from an Advisor, with the products and services they need to make their financial goals a reality. By leveraging industry leading partners, decades of combined experience, and an unwavering desire to see clients succeed, SWM endeavors to provide wealthy families the confidence that their goals can in fact become reality.

As a Registered Investment Advisory (RIA) firm, SWM is held to a fiduciary standard – the industry’s highest – that requires it to put its clients’ interest above all others. That’s the standard SWM’s Directors would want their advisors held to, and it’s one they are happy to abide by. Come experience Wealth Management as it should be with Shelton Wealth Management.

Keith Shelton, Owner of Shelton Wealth Management

Keith Shelton

With 34 years in the financial services industry – the last 27 spent as a Senior Financial Advisor at a large financial services company – Keith brings a wealth of knowledge and experience to his client relationships. Soon after bringing on his son, Sam, as his partner 8 years ago, they began to discuss in earnest the merits of forming a Registered Investment Advisory (RIA) firm to better serve their clients. After several years of planning, that vision became reality in May of 2021 when Shelton Wealth Management was formed. 

As Co-Founder and Senior Managing Director of SWM, Keith is able to continue offering the same level of personalized service to his clients that he has for more than three decades, while being able to offer more products, services, and flexibility, and holding himself to the industry’s highest standard as a fiduciary for his clients.

Outside of the office, Keith is active with his church in Fort Worth as an Elder, and he and his wife, Lana, enjoy spending time with their 4 children and 4 grandchildren.

Contact Information:
(817) 415-1442

After 8 years as a Financial Advisor at a large financial services company, Sam became the Co-Founder and Managing Director of Shelton Wealth Management in May of 2021. While those years gave him valuable experience, it also stoked his desire to take his practice to the next level for his clients. Sam’s desire to serve our clients in a fiduciary capacity requires us at Shelton Wealth Management to put our client’s interest above our own, and is at the core of all he does for our clients.


As Managing Director, Sam’s responsibilities range from collaborating with Keith on investment decisions for clients, to advising clients on their investment strategy and implementation, to the execution of SWM’s day to day operations. 

Sam, his wife, Staci, and their two daughters and one son live in Aledo, TX, where they are very involved with their local church and community.

Contact Information:
(817) 415-1632

Sam Shelton

Sam Shelton

Justin Fulmer

Justin Fulmer

As Chief Compliance Officer and Vice President of Operations for Shelton Wealth Management, Justin leverages more than 13 years of experience in operational roles at a large financial services company to help SWM deliver a smooth and efficient client experience, while also managing SWM’s regulatory and compliance requirements.


From coordinating activities to serve a variety of client needs, to working with SWM’s 3rd party partners on operational matters, to assisting the Directors of SWM in business planning and execution, Justin’s knowledge of the inner workings of the advisory services industry make him a vital contributor to the success of SWM and its clients. 


Justin lives northwest of Fort Worth with his wife, Robin, and their daughter, where they enjoy hiking and being outdoors.

Contact Information:
(817) 415-1803

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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