WHAT WE DO

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—  WEALTH MANAGEMENT SERVICES  —

Wealth can be a tangible or intangible force that greatly improves or diminishes life quality depending on how it's handled. That is why we believe wealth comes with benefits and responsibility. The clear benefit is that wealth creates access to future possibilities like pursuing higher education and advanced degrees, creating new business opportunities, and retiring when and where you desire. This freedom comes with a responsibility to others well being, including children, family, employees, and community members. When handled with care, integrity, and planning, wealth can do a world of good. 

 
 
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Beyond the money

Wealth management is not just about how many dollars you have accumulated over your lifetime. We believe “wealth” takes on a different meaning for every individual. 

What is wealth to you? Tell us what you value and we will help create your wealth management plan that covers: 

  • Family planning
  • College savings
  • Vacation properties, second homes, rental properties
  • Business acquisition, merger, or sale 
  • Retirement 
  • Legacy planning
  • Charitable giving
  • Family foundations or charitable trusts 

INVESTMENT MANAGEMENT

Our core strategy is to invest our client’s capital alongside our own. We believe it is important to "eat our own cooking," so we can be held accountable to the highest standards.  We do this in a number of ways that include having exposure to publicly traded individual stocks, fixed income, and alternatives such as real estate, first position lending, global credit, and private equity. We make value based investments while still practicing Benjamin Grahams’ theories on Earnings Yield and Return on Capital (ROC) for providing good tools in which to value a company:

  • Risk assessment and detailed investment overview
  • Design and implementation of a portfolio customized to your needs
  • Propriety structured investment solutions
  • Academically validated investment process
  • Sophisticated risk management and tax minimization strategies
  • Uncorrelated alternative investments
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WEALTH FORECASTING

Though we can't forecast where markets will be in the future or the next unexpected event, we can forecast how your current financial outlook performs with a proper Wealth Plan. We execute this by providing: 

  • Detailed planning for retirement
  • Comprehensive written plan
  • Social Security optimization
  • Cash flow management
  • Savings and debt elimination
  • Step-by-step goal organization
  • Distribution planning

ASSET PROTECTION

Preservation of capital can range from protecting against unnecessary estate taxes to defining a family’s human capital abilities. At Sheppard Wealth, we go to great lengths to prepare you for unexpected events like accidents, ailments, asset division, or even incapacity. We believe wholeheartedly in our ability to help you get past life’s inevitable hurdles, and consider shielding you from unforeseen consequences as one our key responsibilities. We achieve this through: 

  • Asset protection strategies
  • Creating long-term vison and goals
  • Asset exposure analysis
  • Estate evaluations
  • Insurance assessments
  • Establishing a family council
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REAL ESTATE & FAMILY BUSINESS

Be it a small business, an outside investment opportunity, or a secondary dream house, we take the utmost care when overseeing your business and real estate assets. We treat each and everyone of your holdings for what they really are – too precious to lose.

  • Primary/secondary residence analysis
  • Business entity analysis
  • Income property yield analysis
  • Thorough succession planning