What We Do
We serve business owners and successful families by following a clearly defined Wealth Management Formula that addresses key issues beyond investment management.
Wealth Management Formula =
How We Do It
You’re First, Always
We believe as a fiduciary, our fundamental obligation is to help you make smart decisions about your money with advice that is always in your best interest. We are independent of corporate influence and strictly objective in providing you with customized solutions to help protect and grow your wealth.
The Shepherd Your Wealth® Process
We believe with everything going on politically, economically and socially, you need a process to help you avoid potentially destructive situations and ensure you are benefiting from all possible opportunities. That is why we built and use the Shepherd Your Wealth® Process where we regularly meet with you and our specially curated team of advisors from our Virtual Family Office.
Virtual Family Office
We believe that having a coordinated and sustainable team of curated professional advisors from diverse disciplines is essential to your long-term prosperity. By continuously building and deepening our relationships with the best and brightest experts available, we provide you access that allows you to make smarter financial decisions throughout your life.
Investment Management
We believe that no one should have to endure the gut-wrenching pain of losing a large percentage of their hard-earned wealth during a market meltdown. That is why we designed our investment management process to minimize risk and increase control. It is built to be opportunistic when risks are low and defensive when risks are high.
Interested?
Let us help guide you through the complexity of growing and keeping your wealth and help you access and build a team of the best professionals to meet your specific needs.