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Sheppard Wealth Management, LLC
Sheppard Wealth is an RIA (Registered Investment Advisor) firm. 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.
 
North America USA Oregon Bend
 
   
Address:   360 SW Bond St., Suite 510 Bend, OR 97702 USA
     
 
Phone: +1 541 604 8603
Fax: +1 888 569 7462
     
     
   
     
  Web: http://sheppardwealth.com/
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