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 investment management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm reports managing roughly $68 million for about 174 clients and operates with a two-advisor team. Its investment process is primarily long-term and customized from model portfolios, typically using individual equities, mutual funds, and ETFs and occasionally alternative investments; the firm applies fundamental, technical and charting analysis and conducts ongoing monitoring with at least annual reviews. Financial planning is offered as part of management or on a separate engagement, and the advisory team includes CERTIFIED FINANCIAL PLANNER professionals. The brochure discloses several uncommon features for a firm of this size: an affiliated insurance company (Sheller Financial Services) and advisory persons who are licensed insurance professionals, with insurance sales handled as separate, commissionable transactions in addition to advisory fees. The firm’s principals also have ownership in S/A Analytics, an investment research and analysis company whose research the advisor may use, and many advisory persons are registered representatives of LPL, the custodian the firm typically recommends — relationships the brochure describes as potential sources of conflicts of interest.

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.