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Strategies for Wealth Management

Partnering With

Your Trusted Advisor 

As a Certified Wealth Strategist®, Christi Shell provides ideas, suggestions and alternatives to address your specific needs. Whether you’re interested in creating or growing your wealth, we will provide the tools necessary to achieve success and maintain happiness surrounding your finances and beyond. With a client minimum of $1MM+, we work with those who have a keen interest and dedication to increasing the meaning behind their wealth.


Strategies We Will Discuss Include


Estate & Gift Planning

Philanthropy

Family Governance


Multi-Generational Planning

Retirement Income Planning


The Shell Capital Advantage

With the knowledge and skillset necessary to work with more complex client issues, we’re able to better serve the high-net-worth market. We maintain competence to identify issues and assume the lead role in analyzing your concerns with other experts as needed.


Some of the unique benefits of working with us include:



Driven by the Potential of Your Success

Over time, we strive to help protect and preserve your wealth. Through education, insight and understanding our goal is to plan for the distribution of your wealth during life and death in the most tax-advantaged way.

Learn More About Getting Started