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.
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How Can We Help You?
Guiding business owners and successful families to grow and keep their wealth is what we do. Making sure they have access to the very best strategies and experts is how we help you.
How We Are Different
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We are independent and free from corporate influence including quotas, extra compensation for proprietary products, and no high commission, or hidden fee products.
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We have experience in all areas of financial services and do not have a bias for or against any particular strategy. We are free to choose and recommend what you believe is best for you.
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We developed and use “The Shepherd Your Wealth Process” to promote customized, yet consistent, clarity and confidence in reaching all your important goals.
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We use a thorough consultation and planning model striving to avoid potentially destructive situations while benefiting from all possible opportunities.
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We want to know you thoroughly and align with you for a well-thought-out partnership that works together putting your best interests first.
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 Shepherd
ChFC, CFP®
David W. Shepherd Jr.
CFP®
Darlene Keegan
Sherry Miller
Director of Operations
President
CEO
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Awards and Accreditation
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.
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.
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.
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Are you a fiduciary?Yes. All of our clients start as fiduciary clients for financial planning or investment management (advisory accounts) and we have that standard of care throughout our relationship.
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How many clients do you have?We are not striving to have the most clients. We want to do the best job we can for you, so for your benefit and the benefit of existing clients, we only take on a limited number of new clients each year. We currently care for about 135 individuals and families.
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How often do you meet with clients?We would meet with you as often as you’d like to review your progress relative to your plan/objectives. Once we’ve had all the preliminary meetings to get your accounts set up, we would like to proactively schedule 3 meetings per year with you and then have additional meetings as needed. We are happy to tailor the meeting schedule to fit your needs and preference.
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Why shouldn’t I just go directly to the money manager?In many cases, money managers work through an intermediary as they only manage money. They do not focus on getting and maintaining your financial affairs in order.
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Why wouldn’t you put all your money into one strategy?Diversification is always important as ALL investment strategies will underperform at some time during market cycles. We combine more than one discipline in an effort to avoid having ALL of your accounts underperforming at one time, which could be devastating to your portfolio.