Shepherd Wealth Retirement is a privately held wealth management firm based in Tucson, Arizona, led by a father and son team, Dave Shepherd, ChFC, CFP, and David W. Shepherd, Jr. CFP. They provide customized solutions to help protect and grow their clients' wealth, offering services such as investment planning, retirement planning, income tax planning, risk management, and estate planning.
As an independent firm free from corporate influence, Shepherd Wealth Retirement focuses on guiding business owners and successful families to reach their financial goals with clarity and confidence. With a commitment to personalized care, they prioritize their clients' best interests by offering a thorough consultation and planning model to avoid potential risks and maximize opportunities.
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