SEC CRD #801-120423
Shelton Wealth Management Skip to content Help secure your family’s financial future. Schedule a Call CUSTOM WEALTH MANAGEMENT FOR A LASTING LEGACY Custom Strategies Dedicated Service Fiduciary Advisors We help navigate complex financial decisions with clarity and confidence. Are you feeling unsettled with your current financial situation? Lacking proactive wealth management support Feeling overwhelmed by financial decisions Struggling to create a long-term plan Not having a clear path to growth Building Confidence for Generations Discover how personalized financial strategies can help transform your wealth Custom strategies tailored to your unique goals Ongoing support from a dedicated team Access to over 70 years of combined expertise Fiduciary advisors focused on your best interests Schedule a Call Our services Investment Management Estate Inheritance Planning Philanthropy Services Education College Savings Retirement Planning Tax Risk Management Learn More About Our Tailored Solutions We understand your concerns about wealth management Let us help guide you to a more confident and secure financial future. 95% of clientele retained when we became an RIA Clients trust us for long-term wealth success. 70+ years of combined experience Our seasoned team is dedicated to your financial goals. Average Client Relationship/Tenurec Building lasting partnerships with clients over years. "We are proud to be a multi-generational firm serving multi-generational families" Keith Shelton Sche
JUSTIN FULMER
CHIEF COMPLIANCE OFFICER
📞 (817) 415-2877
🔒 Sign up for free to view key contact information
Sign up free →This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$365M
Location
FORT WORTH, TX
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.