Your future deserves a plan as unique as you.
Shelter Wealth Strategies combines the expertise and client-centric approach of our advisors with modern technology to deliver an unparalleled experience for legal settlement recipients and their families.
Financial Planning
A thoughtful financial plan designed around your life, so you can move forward with clarity, comfort, and peace of mind.
- Cash Flow & Budgeting
We help you understand where your money goes and how to make it work better for you allowing you to spend, save, and invest with intention. - Retirement Planning with Income Projections & Withdrawal Strategies
We map out your retirement goals, calculate what it will take to get there, and create smart withdrawal strategies to help your money last a lifetime. - Education Funding Strategies
Whether you’re planning for a child or grandchild’s future, we offer tax-efficient, flexible solutions to fund education without compromising your own financial goals. - Estate Planning Coordination
Preparing for how your assets will be managed and distributed after death can be challenging. We provide strategies to limit taxes, protect your assets, and secure your family’s financial future. - Financial Assessment & Goal Formalization
We start by understanding your full financial picture—assets, debts, priorities, and dreams—then translate it into a financial plan that achieves your strategic goals. - Plan Monitoring & Updates
We believe that life evolves—and your financial priorities evolve with it. Your financial plan shouldn’t be static; it’s a living strategy that we review and adjust regularly to help ensure you stay on track toward achieving your goals.
Wealth Management
Investment guidance that reflects who you are and honors your goals, values, and lifestyle. We help you invest with intention, focusing on value creation and risk management, so your money works for you now and into the future.
- Personalized Portfolios & Tax-Efficient Investing
Your portfolio is built around your goals, risk comfort, and time horizon—with a focus on minimizing taxes and maximizing after-tax returns. - Ongoing Monitoring & Rebalancing
We regularly review and adjust your investments to ensure your plan stays on track—even as markets shift or life evolves. - Asset Allocation & Diversification Strategies
We help design an asset allocation and investment portfolio centered on maximizing returns while also addressing capital protection, so you’re positioned to weather volatility and capture long-term growth. - On-Going Financial Planning
Shelter provides a comprehensive initial plan and continues to refine and customize it over time, ensuring it evolves with your changing life circumstances and goals.