A complete list of active advisors currently associated with Sheller Wealth Management, Inc.

Warmer can help you find a great advisor at Sheller Wealth Management, Inc. or one who fits your needs even better.

Sheller Wealth Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers ongoing investment advisory services as well as standalone financial planning and retirement-account advice. Portfolios are built from the firm’s model portfolios and customized to client goals, typically using individual equities, mutual funds, and ETFs, and occasionally alternative investments; the firm generally takes a long-term orientation but will trade for rebalancing, tax management, or changing client needs. Investment decisions draw on fundamental, technical, and charting analysis, with accounts monitored on a regular and continuous basis. What distinguishes the firm from many peers is its set of affiliated businesses and dual roles for principals: the firm is affiliated through common control with an insurance company (Sheller Financial Services) and principals are licensed to sell insurance products for which they may receive commissions separate from advisory fees, and its advisory persons are registered representatives of LPL for commissionable securities transactions. The firm also may use investment research from an affiliated research company (S/A Analytics), a feature that can influence its research resources and conflicts-of-interest profile relative to other small advisory teams.

To learn more about the advisors currently working at Sheller Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.