Sheppard Wealth
Finance · Oregon, United States · 1-10 Employees
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Overview
Headquarters
5 NW Minnesota Ave Ste 220, Bend, Oregon...Phone Number
(541) 604-8603Website
www.sheppardwealth.comRevenue
$5.6 MillionIndustry
ZI Rank: 1
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ZI Rank
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About Sheppard Wealth
We offer wealth advisory services and asset management to individuals, families, businesses' and non-profits. We are focused on maintaining your wealth and investing your assets for the long-term. Our clients are unique and they are looking for help. Our goal is to listen to your needs, your fears and your dreams and from this starting point we can determine how to best be helpful. Often times this will include creating a unique and tailored wealth plan around your specific needs and goals, gaining a good understanding of how you are currently positioned and making sure you understand how it all ties together. Finally, we implement a strategy to move forward that includes: investing your capital, budgeting for future needs or wants, planning for your family wealth legacy and charitable giving.Explore more
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We offer wealth advisory services and asset management to individuals, families, businesses' and non-profits. We are focused on maintaining your wealth and investing your assets for the long-term. Our clients are unique and they are looking for help. Our goal is to listen to your needs, your fears and your dreams and from this starting point we can... Read More
