Help secure your family’s financial future. Schedule a Call
Help secure your family’s financial future. Schedule a Call
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’ interests 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.
Co-Founder and Senior Managing Director
With 37 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 eldest 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 and he enjoys spending time with his 4 children and their spouses and 6 grandchildren. Keith’s wife, Lana, passed in February of 2025. We miss her dearly and know her legacy lives on through our family.
Contact Information:
(817) 415-1442
Keith@sheltonwealth.com
Co-Founder and Managing Director
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 we do 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@sheltonwealth.com
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.
Justin coordinates client services, works with SWM’s third-party partners on operations, and supports the firm’s directors in business planning and execution. His deep understanding of the advisory services industry makes him a key contributor to SWM’s success and that of 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
Justin@sheltonwealth.com
Vice President of Business Development
After 3 years in the financial services industry, Scott joined SWM as Vice President of Business Development in 2024. Before joining SWM, Scott gained significant industry experience, including his Series 7, 63 and 65 certifications at a large global financial services firm. During his tenure, Scott’s roles included money movement and securities trading, assisting family estates through major life events, and operational solutions for multiple financial advisors. Scott’s energy and creativity are welcome additions to the team, and we are excited to see him grow in this role in the coming years.
Scott and his wife, Abigail, married in May 2024 and live in central Fort Worth. They are actively involved with their church and community. Scott’s passions are hiking, pickleball, tennis, traveling and being an uncle.
Scott is focused on growing the firm by working with clients with a significant amount of investible assets. If you are seeking a fiduciary wealth management team that specializes in helping families and business owners build generational wealth, please reach out to Scott.
Contact Information:
(817) 720-0754
scott@sheltonwealth.com