WHY CHOOSE US?

WHY CHOOSE SHEPPARD WEALTH MANAGEMENT?

 

CONFLICT-FREE ADVICE
WE DO NOT GET PAID BY ANYONE OR ANY COMPANY TO SELL ANYTHING

WE EAT OUR OWN COOKING
OUR PERSONAL CAPITAL IS INVESTED RIGHT ALONGSIDE OUR CLIENTS

COMPREHENSIVE WEALTH PLANNING
WE PLACE TREMENDOUS VALUE ON PLANNING AND GOAL SETTING

HIGH TOUCH SERVICE MODEL
WE ARE AVAILABLE TO ADDRESS ALL OF YOUR CONCERNS 

TRANSPARENCY THROUGH ALL INVESTMENTS
OUR CLIENTS ARE MADE FULLY AWARE OF WHAT THEY OWN

COORDINATION WITH OTHER PROFESSIONAL ADVISORS
WE WORK ALONGSIDE YOUR ACCOUNTANTS, ATTORNEYS, AND BANKERS

ORGANIZATION OF ALL ASSETS
ALL OF YOUR ASSETS ARE CONSIDERED, REGARDLESS OF WHERE THEY ARE HELD

INFORMED INVESTMENT MANAGEMENT
WE ARE COMMITTED TO ONGOING IN-HOUSE RESEARCH