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Shepherd Wealth & Retirement logo — We service business owners and successful families by guidin...

Shepherd Wealth & Retirement

We service business owners and successful families by guiding them on how to continue to grow and keep their wealth.

Founded 1986 United States Tucson, United States 4 employees Financial Services, Wealth Management

General Information

Company Name Shepherd Wealth & Retirement
Founded Year 1986
Location United States Tucson, United States +1
Employees 4
Industries Financial Services, Wealth Management
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About Shepherd Wealth & Retirement

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.

Taxonomy: investment advisory, financial planning, retirement planning, investment management, registered investment advisor, financial advice, individuals, trusts, estates, business entities, fee-based services, wealth preservation

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Shepherd Wealth & Retirement Alternatives & Competitors

Shepherd Wealth & Retirement vs
Capital Wealth Planning, LLC
Capital Wealth Planning, LLC United States

CWP is a fee-based, SEC Registered Investment Advisory firm, specializing in proprietary equity stra...

35 employees
Finance, Financial Services
Shepherd Wealth & Retirement vs
Money Matters with Ken Moraif
Money Matters with Ken Moraif United States

I want your money last as long as you do so you can have financial peace of mind.

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Shepherd Wealth & Retirement vs
Monte Financial Group, LLC
Monte Financial Group, LLC United States

Monte Financial Group is an independent private wealth management firm offering comprehensive financ...

12 employees
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Also compare with: Shepherd Wealth & Retirement vs F&M, a Lawrence Bank F&M, a Lawrence Bank

FAQ About Shepherd Wealth & Retirement

We service business owners and successful families by guiding them on how to continue to grow and keep their wealth.
Shepherd Wealth & Retirement was founded in 1986.
Shepherd Wealth & Retirement is headquartered in Tucson, United States.
Shepherd Wealth & Retirement operates in the following industries: Financial Services, Wealth Management.
Shepherd Wealth & Retirement has approximately 4 employees.
Top alternatives and competitors to Shepherd Wealth & Retirement include Capital Wealth Planning, LLC, Money Matters with Ken Moraif, Monte Financial Group, LLC, Boone Wealth Advisors, LLC, F&M, a Lawrence Bank. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Shepherd Wealth & Retirement and Capital Wealth Planning, LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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