Guiding business owners and successful families to grow and keep their wealth is what we do. Making sure they have access to the very best is who we are.

What We DoShepherd Wealth & Retirement is a wealth management firm servicing business owners and successful families guiding them on how they can continue to grow and keep their wealth.

What We Do

Shepherd Wealth & Retirement is a wealth management firm servicing business owners and successful families guiding them on how they can continue to grow and keep their wealth.

Who We Are

Shepherd Wealth & Retirement is a wealth management firm led by a father and son team, Dave Shepherd, ChFC, CFP® and David W. Shepherd, Jr. CFP® based in Tucson, Arizona.

We guide business owners and successful families through the complexity of growing and keeping their wealth and help them access and build a team of the best professionals that meet their specific needs.