Retirement Financial Services
6300 E El Dorado Plz Ste A200
Tucson, AZ 85715
Shepherd Wealth Retirement is a privately held and independent wealth management firm based in Tucson, Arizona, led by father-and-son team Dave Shepherd and David W. Shepherd Jr. They focus on guiding business owners and successful families in growing and protecting their wealth through customized solutions, free from corporate influence and hidden fees.
With a commitment to fiduciary responsibility, Shepherd Wealth Retirement prioritizes clients' best interests by employing a comprehensive planning process. They limit the number of new clients each year to ensure personalized attention and effectiveness in meeting financial goals.
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