Bill Shelton forming the Private Wealth & Trust Division of Alden Investment Group.
WAYNE, PA – Certified Wealth Strategist (CWS) and formerly with Clarfeld Citizens Private Wealth Management, Bill brings over 20 years of advisory experience to the table.
Bill is based out of Alden’s Doylestown, PA office and specializes in trust accounts, banking and customized lending. Bill spent the last two decades working for trust companies and wealth management firms in a fiduciary capacity. His client portfolio consists of ultra-high-net-worth clients; typically multi-generational, complex trust and estate type matters, investments, planning and family office services. He generally works with accounts of net worth greater than $5 million.
With most of his clients based out of the Main Line of Philadelphia and Bucks County, Alden was in the perfect location. Bill said, “Alden was just right. My clients like the local presence of Alden. Many of my clients sit right around the Borough of Doylestown. I also liked the size of Alden, other firms in the area didn’t have the same gravitas and were either too big or too small.” Bill added, “I met with Lee Calfo, CEO of Alden, and Chris Coloracci, Head of the Private Client Group, and I got a very good sense from them. I liked the culture and the platform available at Alden. I could tell Lee and Chris would be good people to work for and with, and that my clients would be comfortable here.”
Bill was also pleased with the product and service offerings available to him as part of the Alden team. Bill said, “Alden has investment options other RIAs don’t have, such as their income strategy, alternative funds and real estate. I didn’t have these important investment options for my clients elsewhere. This diversification allows me to help them in ways I haven’t had in the past.”
About Alden Investment Group
Founded in 1995, Alden Investment Group is an independent firm with a full-service broker/dealer and registered investment adviser. Alden offers a large and diverse menu of services including individual account management, institutional research, investment banking, private placement offerings, wholesaling services, retirement plans, equity trading, fixed income trading, and options trading, among other broker/dealer and RIA capabilities. The firm has 70 advisors spread across 14 districts and states, including Puerto Rico. Advisors at Alden have the flexibility to either be fully integrated to an RIA and broker/dealer, or in a hybrid format accessing only the entities they require. Alden offers a robust platform for its advisors built around competitive payouts, with access to unique investment products and a best-in-class compliance program.