• Shepherd Wealth & Retirement

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.

-Charlie Munger

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

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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…

-Zig Ziglar

Investment advice offered through Shepherd Wealth Group, a Registered Investment Adviser doing business as Shepherd Wealth & Retirement.

©2014 Shepherd Wealth Group, Inc. 6300 E. El Dorado Plaza, Suite A200, Tucson, AZ 85715 | Phone 520-325-1600 Fax 520-325-9097 | Disclosures