About Our Office

John Shelton, Managing Director, has been helping people manage their wealth since 1985. Beginning as a stockbroker he learned to understand the importance of equity while researching and valuing companies. As a senior portfolio manager he learned how to build successful portfolios and the discipline of diversification and patience. Finally, as a Registered Investment Advisor, he has learned how to apply a comprehensive approach between investment management and financial guidance to help people live their best financial lives. Learn More About John.