Wealth management
Customized strategies to help protect and grow clients' wealth.
Shepherd Wealth & Retirement
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About Shepherd Wealth & Retirement
Wealth management and financial planning are the core services offered to business owners and families. The firm provides investment and retirement planning, income tax planning, risk management and insurance, cash flow and budget assistance, and estate and charitable giving planning. Its Shepherd Your Wealth Process uses consultation and planning to develop customized strategies around clients' goals. The firm describes itself as privately held and independent of corporate influence, with the ability to choose and recommend financial services. Shepherd Wealth & Retirement is led by a father and son team and serves clients from its base in Tucson, Arizona.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Retirement planning
Planning services for clients' retirement goals.
Investment planning
Investment planning tailored to clients' financial goals.
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