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Asset ManagerRIA · CRD 312578State-Registered Investment Adviser

Updated:

PAYCHECK TO WEALTH

Paycheck to Wealth provides financial guidance and education for the underserved new investor. Services include personal investment advice, recommendations...

Overview

Paycheck to Wealth provides financial guidance and education for the underserved new investor. Services include personal investment advice, recommendations to maximize deposit savings, and other financial advice including the benefits of real estate ownership. The firm focuses on education and guidance for the everyday investor and building close client relationships.

General information

Firm type

Asset Manager

Location

Country

United States

City

Southfield

Principals

Bill Shelmon

Founder

Bill Shelmon

Founder

Sector focus

Financial LiteracyPrivate CreditReal Estate

Frequently asked questions

How does Paycheck to Wealth source its real estate and credit deals?

Based on the firm's educational content and public positioning, deal flow originates from direct-to-market sourcing rather than institutional brokerage relationships. The firm uses digital marketing and seminar-driven investor pools to identify off-market multifamily acquisitions and lending opportunities presented by independent sponsors.

Where does the underlying capital come from?

Investor capital is sourced from individuals, predominantly early- to mid-career professionals, who are guided through a financial education program before committing funds. The firm does not manage legacy wealth, institutional LP commitments, or endowment allocations.

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