Welcome to Shepherd Wealth & Retirement
Many of the biggest and most far-reaching investments we make in our lives are investments that have little or nothing to do with money.
At Shepherd Wealth & Retirement, we agree with Charlie Munger. Effectively managing money is an important step to passing on your wealth in addition to leaving a legacy of values, which means so much more than money.
We are a father and son team of CFP® practitioners located in Tucson, Arizona. Our privately held wealth management firm is independent of corporate influence and completely objective in providing our clients with customized solutions to help protect and grow their wealth.
Our Commitment to Shepherd Wealth Clients
We put our clients first.
We endeavor to offer unbiased and objective wealth management advice and guidance.
We provide ongoing coaching and support to our clients.
We strive to deliver impeccable service to our clients.
We are diligent stewards of our clients’ wealth.Learn More About Our Approach
The Shepherd Wealth Team
At Shepherd Wealth & Retirement, we are a highly competent team dedicated to serving the needs of families who are focused on preserving and growing their wealth through life’s many turning points. Family is of utmost importance to us! Once you have visited our office and met our team, you immediately become part of the Shepherd Wealth family.
You can get everything you want in life if you help enough other people get what they want…