Shelton financial group

shelton financial group

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For 25 years, the Shelton team has specialized in creating multi-generational legacy plans for clients the Kestra ecosystem and assisting other retirees with their spending and giving planning.

In partnering with best-in-class wealth advisors and their teams, Bluespring helping entrepreneurs take their business and enhance the value that they bring their clients, providing continuity and new opportunities in the process.

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Who is Right for SFG
Locations � Primary. W Jefferson Blvd. Fort Wayne, Indiana, US. Get directions � E Fulton St. Ada, MI , US. Get directions. Bluespring Wealth Partners announced the acquisition of wealth management business Shelton Financial Group, and the completed transition of. Categories � West Jefferson Boulevard Fort Wayne IN � () � () � Send Email � Visit Website.
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Media Vested for Bluespring Wealth Partners kestra fullyvested. Shelton is led by President and Founder Jeff Shelton. The DI Wire is the definitive news source for the illiquid alternative investment industry. By focusing on partnership as the driver of success, Bluespring Wealth Partners empowers wealth management firm owners to elevate their business without sacrificing their entrepreneurial spirit, founding principles, and long-term vision. The only media site dedicated exclusively to the coverage of non-traded REITs, business development companies, interval funds, closed-end funds, DSTs and the full range of private placement offerings, The DI Wire has grown to become the most trusted news source for the community of sponsors, broker-dealers and wealth advisors who provide these investment offerings to millions of American retail investors.