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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-23-2015
- Office Locations
- 10
Office Locations
About Shelter Wealth Strategies, LLC
Shelter Wealth Strategies is an independent RIA providing financial planning and wealth management for individuals and families navigating major life transitions—especially personal injury victims and those receiving legal settlements. The team builds customized plans across cash flow, debt, retirement, education and estate strategies, and manages diversified portfolios aligned to goals and risk tolerance, including structured settlement annuities when appropriate. Custody includes Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRYANT BOSTON
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
THERESE-MARIE CASEMENT
DIRECTOR OF OPERATIONS
- CRD
- #5612987
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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John Houghton Dudek
--
- CRD
- #8273339
JOSH TRAVIS FARMER
--
- CRD
- #4638987
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $144,141,193 | $3,793,189 |
| Non-Discretionary | $0 | -- |
| Total | $144,141,193 | $3,793,189 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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