Our Services

Investment Management

Estate Planning

Philanthropy Services

Business Owners

Retirement Planning

New Investor

Investment Management

With a deep understanding of your specific wishes and our decades of portfolio management expertise, we create tailored portfolios that serve as the engine to make your dreams reality. The appropriate balance between risk and reward is unique to each client. Through extensive planning and robust analysis, we deliver portfolio solutions that give both peace of mind and confidence that your goals are within reach.

Estate Planning & Settlement Services

Often the most challenging and complex aspect of stewarding wealth, crafting, managing, and executing an effective estate plan can feel especially daunting. We endeavor to ease this burden for our clients by partnering with them and their trusted estate and tax counselors to create an estate plan that solves for even their most complex needs. From extensive planning meetings, to ensuring their assets are titled and managed in accordance with their estate plan, to executing the efficient movement of wealth during significant life events, we walk in lockstep with our clients to make this crucial aspect of wealth management less burdensome.

Philanthropy Services

“It is better to give than to receive” is timeless truth, as anyone who has put these words into action can attest. For those with charitable intent, the difficulty lies in identifying the most effective means through which to make their philanthropic dreams reality. We help clients identify and implement the gifting strategy that not only meets the needs of today, but maximizes their impact for the future.

Needing guidance on where to best utilize your philanthropic dreams? We are here to help locate organizations and charities that align with your values.

Business Owners

Whether you’ve grown your business from the time it was just an idea to all it is today, or you’re the next generation to take your family’s legacy asset to new heights, few things are as invigorating as owning a business. While the rewards are often well worth the risk, there are added complexities: how should your other assets be managed in light of the risk associated with owning a business? What estate planning strategies should you employ in order to protect you and your family? With decades of experience serving business owners and their families, we bring the full scope of our services to bear to help your family build a legacy that lasts generations.

Retirement Planning Strategies

The shift from building wealth to distributing can be uniquely challenging. As a core component of a comprehensive wealth management plan, we take the time to thoroughly understand your unique dreams and challenges as you prepare for this significant milestone. From optimizing withdrawals to be most tax efficient, to appropriate changes to your investment strategy, to modelling cash flows for various aspirations, we have the expertise to craft a retirement plan that gives you confidence stepping into this new chapter of your life.

New investors

For those who have amassed significant wealth but find themselves hesitant to venture into the stock market, it’s important to recognize that careful, informed investment can be a powerful tool for preserving and growing your assets. The stock market, with its potential for high returns, offers opportunities to diversify your wealth and mitigate risk through strategic investments. By working with experienced financial advisors and leveraging diversified portfolios tailored to your risk tolerance and goals, you can navigate the market’s complexities with confidence. Embracing this investment avenue not only positions you to potentially enhance your wealth but also empowers you to make a lasting impact through philanthropic endeavors or future generations.

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(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.

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