We have over 60 years of combined experiance working with individuals, families and their other trusted advisors.
Our personal capital is invested alongside that of our clients.
We do not sell or promote any investment products.
We are a Fee-Only Investment Advisory and Wealth Management Firm.
We offer wealth advisory services and asset management to individuals, families, businesses’ and non-profits. We are focused on maintaining your wealth and investing your assets for the long-term. Our clients are unique and they are looking for help. Our goal is to listen to your needs, your fears and your dreams and from this starting point we can determine how to best be helpful. Often times this will include creating a unique and tailored wealth plan around your specific needs and goals, gaining a good understanding of how you are currently positioned and making sure you understand how it all ties together. Finally, we implement a strategy to move forward that includes: investing your capital, budgeting for future needs or wants, planning for your family wealth legacy and charitable giving.
Help building the right team around their unique complexities.
Someone to manage complicated and time-consuming investment administrative tasks with their team.
Someone to help alleviate life's busyness by taking the reins and being accountable to the process.
Fiduciary responsibility for asset management. (this means that when you entrust your investment management to us we treat it the same as we would our own investments)
Someone to trust with their information who will be there every step of the way.
Help with understanding what they currently have and how it is working for/against them.
Our founding vision for Sheppard Wealth was simple: to help families and business owners – whether large or small – achieve understanding and peace within their financial and personal lives.
To meet this demand, our firm was built upon the following principles:
Sheppard Wealth does not produce or sell any internal products; therefore the recommendations we make are solely in the best interests of our clients.