At the Shelton Madsen Wealth Management Team of Kingsview Partners, we help clients make clear decisions when the stakes are high. Our work is built around planning, coordination, and steady guidance through the moments that shape a career, a family, a business, and a legacy.
Our team has deep experience working with biotechnology, pharmaceutical, and healthcare executives and entrepreneurs. These are fields where financial life can change quickly. Equity awards may vest. A company may sell. A leadership role may shift. A concentrated position may grow. A strong year may create new tax, retirement, estate, or family planning decisions.
We also serve successful professionals, business owners, and high-net-worth families who want a clearer way to manage the moving pieces of wealth.
As part of Kingsview Partners, our team is supported by a family-office-style platform built to help clients support their broader financial lives. That depth allows planning to reach beyond a single account, investment, or decision and connect the career being built, the family being protected, the business taking shape, and the legacy still ahead.
Leon Shelton, CFP®
Leon Shelton, CFP®, has spent years helping clients navigate the financial realities that come with leadership, business growth, and wealth accumulation. His Lessons from the Road philosophy comes from cycling, a lifelong passion that has shaped the way he thinks about planning.
Nicholas Madsen
Nicholas Madsen believes most people have a vision for their financial future. His work is helping turn that vision into a plan. He brings a practical, next-generation perspective to the Shelton Madsen Wealth Management Team, helping clients think through their goals, prepare for changing markets, and build financial plans with clarity and discipline.
“The destination matters. So does the way you get there.”
We are aware of how difficult it can be to navigate wealth in ways that give you freedom and not more obligation
Kingsview Partners is a boutique advisory firm with sizable partners, which allows us to adapt our strategies as appropriate. Our clients receive the “small firm” benefits of a custom financial plan, paired with the security provided by large custodial partners.
Kingsview Wealth Managers are never obligated to push certain products and services. They are free to present all available options to investors and do not restrict offerings simply because they may be inconvenient, complex or difficult.
Kingsview Partners offers a truly independent platform for its advisors. As fiduciaries, our Wealth Managers can effectively mitigate conflicts of interest and provide investors with a clear understanding of the motivations behind their recommendations.
Accountability begins with our fiduciary duty. That responsibility is reflected in how Kingsview Wealth Managers serve clients: intentionally working with a smaller group of clients, giving advisors greater capacity to plan thoughtfully and execute with discipline.
Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for markets and the economy?
Broadening While the Generals Rest The market closed higher on the week, but the battlefield remained largely contained inside last week’s range. Under the continuing shadow of the Iran war, […]
Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for markets and the economy?
Broadening Under Fire The market entered the week with the Iran war still casting a long shadow over the battlefield. Peace discussions, ceasefire headlines, and renewed tension around the Strait […]
