Knowledge & Experience You Can Trust

Securities offered through LPL Financial, member FINR/SIPC. Investment advice offered through Sheller Wealth Management, Inc., a registered investment advisor. Sheller Wealth Management, Inc., and Sheller Financial Services are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, IL, MO, NC, OH, TX. DISCLOSURES

We enjoy listening to our clients as they discuss the dreams and goals they have for their future. We then assist each client in clarifying and putting those things in an order of importance. Further discussion about your needs such as time-frame for accomplishing those goals and your view of the different levels of risk and reward takes place. Next, after a thorough analysis of your current assets and financial situation, we develop an investment strategy that allows us to address those goals. We then provide information about the strategic, active management process we use and how we monitor the results on an ongoing basis. 


When all questions are answered, steps are taken to implement that investment plan and start movement towards those goals. 

We assist clients with

*Investment Management


*Retirement Planning


*Estate Planning


*Business Planning


*Succession Planning


*Tax Planning


*Educational Planning


Our Philosophy of Service