top of page

Performance. Purpose. Passion.

“A true shepherd leads the way… He does not merely point the way.”

~ Leonard Ravenhill

Why Choose Us

Results

Driven

Performance

Clients that work with Shepherd Wealth Management have enjoyed a proven process to

help achieve their goals.

Community First

Purpose

We have invested in local charities that solve major problems in our community and

around the world.

Family

Office

Passion

We believe clients should expect a culture of excellence when hiring us. We built a service

model that supports our clients with regular communication.

Our Services

Investment Management

At Shepherd Wealth Management we will build a customized portfolio which will give you the highest probability of reaching the performance level you need to achieve your vision of financial success.

Financial Planning

At Shepherd Wealth Management we utilize the latest advancements in financial planning technology and follow the CFP Boards 7 step financial planning process to build a roadmap that maximizes your chances of achieving your vision of financial success.

Tax Strategies and Planning

At Shepherd Wealth Management we assist with tax preparation and filing services for individuals, families, and business owners.  For more information about this service please call my office.

About Us

Shepherd Wealth Management is dedicated to empowering individuals and families to achieve financial security and prosperity. Our personalized approach and unwavering commitment set us apart in the financial services industry.

image-60 (3).png

Client Testimonials

Shannon V.

Shepherd Wealth Management has been an invaluable partner on my journey towards achieving my financial goals. Josh and John possess a wealth of knowledge and expertise in a wide range of financial areas. They took the time to listen attentively, ensuring they understood my specific needs, aspirations, and concerns. Their ability to translate complex financial jargon into easily understandable terms was truly remarkable, empowering me to make informed decisions.

Michael Lee

“I can't recommend Shepherd Wealth Management enough. Their dedication to client success is evident in every interaction, and their financial planning tools have been instrumental in my journey to financial freedom.”

 The testimonials posted above are provided by current clients of Shepherd Wealth Management through Google Reviews. The testimonials provided are not representative of every client’s experience. Please go to our Google Review page linked above to see reviews left by other clients. No client was compensated for providing these testimonials. Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client. 

Emily Chen

“Working with Shepherd Wealth Management has been a game-changer. Their tailored financial strategies have not only grown my wealth but also provided me with peace of mind for the future.”
bottom of page