PERFORMANCE. PURPOSE. PASSION.
“A true shepherd leads the way… He does not merely point the way.”
– Leonard Ravenhill
Shepherd Wealth Management
Leading the way to greener pastures...
Why Choose Shepherd Wealth Management?
Our mission, passion, and purpose is to guide you through life’s ever-changing financial
and investment journey by creating personalized strategies to help
you achieve your vision of financial success.
You are more than just a client. You are a vital member of our community.
Shepherd Wealth Management uses
PERFORMANCE, PASSION, and PURPOSE.
to help bring your long-term financial goals to life.
We believe that our clients should not have to face the journey of discovering financial independence alone…
At Shepherd Wealth Management, we work with you every step of the way on your financial journey, ensuring that your investments are on the right path to achieve your financial goals.
We know that a cookie-cutter investment or retirement portfolio might not be the best thing for you, and may not get you to your future goals…
At Shepherd Wealth Management, we understand your future goals are as unique as you are. We create a personalized financial plan and investment strategy that’s right for you.
No matter what your definition of financial success is, we can help get you there.
We understand that navigating investment options and tax liabilities can feel like trying to hit a constantly moving target…
At Shepherd Wealth Management, we help you create holistic tax and investment strategies that grow and evolve with you as you continue on your financial journey.
Solopreneur? Business owner? Individual investor? Yes, we’ve got you covered.
Shepherd Wealth Management Services
Retirement Planning.
Whether you’re 3 years away from retirement or thirty, we can help you build a retirement plan that makes sense for you, your finances, and your retirement goals. Are you ready to start investing in your future?
Ask yourself…
Have I started saving for retirement?
Roth… 401K… Where should I put my money?
What’s my target retirement age and my ideal retirement lifestyle and income requirements?
Am I on target to retire the way I want?
Let us help you get your retirement plan on the right path so you can answer these questions with confidence. Get started with us today!
Book a Free
Retirement Planning Consultation
Investment Management.
We offer holistic investment strategies and portfolio management strategies for investments of any size. Based on your risk allowance and investor level, we can tailor-fit an investment approach that just right for you.
Ask yourself…
How, when, and how much do I start investing?
Am I taking advantage of compound interest?
Do I only have ETF’s, or should I look to diversify my assets and stock selections?
What else can I do to improve my investment’s long-term performance?
Let us help you get your investment portfolio and long-term strategies on the right path so you can answer these questions with confidence. Get started with us today!
Book a Free
Investment Portfolio Assessment
Tax Planning & Strategies.
We offer tax planning and strategies for everyone. Whether your business owner or just looking to find new ways to reduce your tax liabilities, we can help keep more of your hard-earned money.
Ask yourself…
Have I claimed all the tax credits I’m eligible for?
Are there additional tax deductions I could be taking advantage of?
Will becoming a business owner allow me to reduce my current tax liabilities?
Do I have a long-term tax strategy for my business?
Let us help you get your tax planning and long-term tax strategies on the right path so you can answer these questions with confidence. Get started with us today!
Book a Free
Tax Planning Consultation
Our Commitment to Community
We’re giving back…
In partnership with our clients, we are committed to giving a portion of our revenue to local charitable and philanthropic organizations within our community.