Manage your wealth wisely without all the work.
At Shellman Wealth, we think you've earned the right to enjoy your financial success, and you shouldn't have to worry about managing your money. We help our clients invest in a way that is safe, time efficient and cost-effective.
Investing should be about you, not your money.
FOCUS ON YOUR FINANCIAL GOALS.
We´ll spend the time to understand what’s important to you and then develop a personalized financial plan to help you achieve your goals.
LEAVE THE STRESS OF INVESTING BEHIND.
Using your plan as our guide, we´ll take care of the ongoing investment decisions, so you don't have to. We´ll use your preferred banks and brokers to implement the plan and then monitor your investments on an on-going basis.
GET THE MOST OUT OF YOUR FINANCIAL INSTITUTIONS.
We´ll analyze the products and services offered by your banks and brokers and then work with you to significantly reduce the associated costs of investing.
STAY AS ENGAGED AS YOU WANT TO BE.
Whether in our regularly scheduled meetings throughout the year or through our state-of-the-art investment portal, you’ll have convenient access to what you need whenever you want it.