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Bluespring Wealth Partners, LLC Acquires Shelton Financial Group, Inc.
Jul 18, 2024•almost 2 years ago
Contract Type
partnership
Fort WayneFinancial ServicesFinanceLending
Description
Bluespring Wealth Partners has announced the acquisition of Shelton Financial Group and the completed transition of Shelton's investment business to Bluespring's affiliated wealth management platform, Kestra Financial.
Company Information
Company
Shelton Financial Group
Location
Fort Wayne, Indiana, United States
About
Shelton Financial Group is a wealth management business based in Fort Wayne, Indiana. The company’s personnel oversee nearly $500 million in client assets and specialize in creating multi-generational legacy plans for clients. The team focuses on providing faith-based investments, financial planning solutions, and robust financial planning for working-class families.
Predictive Intelligence
Strategic
ML-powered predictions for Shelton Financial Group's next move
Fort WayneFinancial ServicesFinanceLending