Shepherd Wealth & Retirement
We service business owners and successful families by guiding them on how to continue to grow and keep their wealth.
We service business owners and successful families by guiding them on how to continue to grow and keep their wealth.
Shepherd Wealth & Retirement is a financial services firm that has been providing wealth management and retirement planning services since 1986. They cater to business owners and successful families, offering guidance on growing and preserving their wealth. The company operates as a fee-based Registered Investment Advisory Firm and delivers investment management and financial planning services to individuals, retirement plans, business entities, trusts, and estates. While their LinkedIn content serves informational purposes and does not constitute specific financial or investment advice, it underlines the ethos of the firm. However, the company clarifies that it will not be held responsible for any errors or omissions in the content, links, or any decisions made in reliance on such content. Additionally, it is not accountable for the websites linked from or to their page and the content and privacy practices of those sites. At present, there is no record of their last investment or the participating investors.
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