Shelton Wealth Management
@sheltonwealth.com
We are a multi-generational firm helping multi-generational families steward their wealth in pursuit of their dreams and ambitions.
Shelton Wealth Management's Company Logos
Shelton Wealth Management's Brand Colors
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Color name
RGB
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CMYK
#000000
Black
0, 0, 0
0, 0, 0
0, 0, 0, 100
#32373C
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50, 55, 60
210, 9, 22
17, 8, 0, 76
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
About Shelton Wealth Management
Shelton Wealth Management, LLC is a registered investment advisor based in Fort Worth, Texas, serving individuals and families with personalized wealth management. The firm emphasizes fiduciary guidance, dedicated service, and strategies shaped around each client’s goals, with a particular focus on helping clients navigate complex financial decisions and manage high-net-worth assets. Its services include investment management, estate and inheritance planning, philanthropy services, education and college savings, retirement planning, and tax and risk management.
Shelton Wealth Management describes its approach as an ongoing partnership: advisors learn about clients’ needs, create a tailored plan, help implement it, and provide continuing support and regular reviews. The firm highlights more than 70 years of combined team experience and its work with multi-generational families. Prospective clients can schedule an initial call to discuss their financial situation and goals.
Shelton Wealth Management also publishes a blog and offers a newsletter with insights and news. Its website notes that services are provided only in states where the firm is registered or otherwise permitted
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Finance
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