top of page

Shepherd Wealth & Retirement is a privately held wealth management firm that is independent of corporate influence and is objective in providing customized solutions to help protect and grow their clients’ wealth.

How Can We Help You?

What we do is what we believe, and what we believe is every business owner and successful family can benefit from an experienced guide to simplify the complexity of growing and keeping their wealth. We also believe that guide should help them access and build a team of the some of the best professionals that meet their specific needs.

Variant5-1.png

Investment Planning

SO Retirement Planning-1.png

Retirement Planning

SO Income Tax Planning-1.png
SO Risk Management-1.png

Income Tax Planning

Risk Management

and Insurance

SO Cash Flow and Budget-1.png

Cash Flow and Budget

SO Assistance to Loved Ones-1.png

Assistance to Loved Ones

SO Estate and Charitable giving-1.png

Estate and Charitable Giving Planning

About Shepherd Wealth & Retirement

Shepherd Wealth & Retirement is a wealth management firm led by a father and son team, Dave Shepherd, ChFC, CFP® and David W. Shepherd, Jr. CFP® based in Tucson, Arizona.

Dave.png

Dave Shepherd
ChFC, CFP®

David.png

David W. Shepherd Jr.
CFP®

Darlene.png

Darlene Keegan

Sherry.png

Sherry Miller

Dave.png

Dave Shepherd
ChFC, CFP®

David.png

David W. Shepherd Jr.
CFP®

Darlen-2013-09-24.jpg

Darlene Keegan

Sherry-2013-09-24.jpg

Sherry Miller

Awards and Accreditation

cfp.jpeg

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Final with color.png

A Chartered Financial Consultant® (ChFC®) is a financial professional who meets the requirements established by The American College. These include completing a specified

program of study, and meeting minimum experience requirements and specific ethical standards.

Award 1.png
Award 2.png

Dave and David have received the Women's Choice Award® for Financial Advisors*, the premier recognition award for advisors who provide quality service to clients who are women.  For more information please visit Women's Choice Award  

Click here for Women's choice award disclosure

Featured On

F1.png
F6.png
F2.png
F3.png
F5.png
F4.png
F7.png

Frequently Asked Questions

Let's Chat!

Phone: (520) 325-1600
Toll Free: (877) 325-1600
Fax: (520) 325-9097

Email: info@shepherdwealth.com

6300 E. El Dorado Plaza
Suite A-200
Tucson, AZ 85715

bottom of page