Our Wealth Management 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. There are many things investors cannot control when dealing with the stock or bond market, such as political risk, changing interest rates, recessions, natural disasters, and medical pandemics. This lack of control can cause a great amount of anxiety for individual investors. However, by controlling a portfolio’s allocation, investment performance can be controlled and predicted over time. Modern Portfolio Theory is used to construct a portfolio that minimizes risk for a given level of expected return. This strategy was first introduced in 1952 by Prof. Harry Markowitz and is still being taught today in business schools around the world. After implementing this strategy for hundreds of clients, I have found that this strategy is the most effective way to control risk and performance over time.
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.
As a Certified Financial Planner ™, I believe that if you want to achieve your vision of financial success you will need a roadmap to get you from where you are today, to where you want to be in the future. A good financial plan is a collaborative process that helps maximize your potential for meeting life goals through financial advice that integrates every aspect of your personal financial situation.
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.