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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.

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Investment Planning

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Retirement Planning

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Income Tax Planning

Risk Management

and Insurance

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Cash Flow and Budget

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Assistance to Loved Ones

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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.

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Dave Shepherd
ChFC, CFP®

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David W. Shepherd Jr.
CFP®

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Darlene Keegan

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Sherry Miller

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Dave Shepherd
ChFC, CFP®

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David W. Shepherd Jr.
CFP®

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Darlene Keegan

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Sherry Miller

Awards and Accreditation

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Certified Financial Planner Board of Standards 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.

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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.

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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

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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