Privacy Policy

Shelton Wealth Management, LLC (“SWM”) is committed to client confidentiality and the protection of your
privacy. The following information is provided, as required by law, to help you understand our privacy policy and
how we will handle and maintain confidential personal information as we fulfill our obligations to protect your
privacy. “Personal information” refers to the nonpublic financial information obtained by SWM in connection with
carrying out our services.

Information We Collect
SWM collects personal information as part of our relationship with you in order to provide client services and
fulfill legal and regulatory requirements. The type of information SWM collects may include:
􀁖 Information SWM receives from you on forms (such as your name, address, Social Security number,
profile documents, assets and income); and
􀁖 Information you provide SWM directly about your personal finances or personal circumstances or
which SWM may receive from brokerage statements or other information you authorize SWM to
receive.

Information Disclosed in Administering Products and Services
SWM shares your personal information for everyday business purposes, including to process transactions,
maintain your account, respond to court orders or legal investigations or report to credit bureaus as well as for our
marketing purposes. SWM does not sell any personal information about you to any third party. SWM may share
personal information with our affiliates, as applicable to market to you. Other than to service your account, SWM
will not disclose personal information to non-affiliated third parties without your authorization, except as required
or permitted by law.

Procedures to Protect Confidentiality and Security of Your Personal Information
SWM has procedures in place that limit access to personal information to those employees who need to know such
information in order to perform business services. To protect your personal information from unauthorized access
and use, we use security measures that comply with federal law. In addition, SWM maintains physical, electronic
and procedural safeguards to guard your nonpublic personal information.
SWM will update its policy and procedures when necessary to ensure that your privacy is maintained and that
SWM conducts business in a way that fulfills our commitment to you. If SWM makes any material changes in its
privacy policy, we will provide you notice of any material change to this policy.
If you have questions, please contact our Chief Compliance Officer at (817) 415-2877.