Proactive Planning With a Personal Touch
Come Be A Part Of Our Family
Schedule a Free Consultation
SHEPARD WEALTH MANAGEMENT GROUP
About Us
Our goal is to know our clients' goals and needs first, and then to provide them with the knowledge and guidance suited to their particular situation. We help our clients consider the consequences of the numerous choices available to them and seek to guide them in making good decisions that complement their goals and dreams. We believe our guidance gives clients a greater chance of reaching their goals because we help them do what is emotionally uncomfortable but also may be financially productive.
We focus on continuing education for our clients because we want our clients to engage in their financial wellbeing. Also, we want our clients to be well informed, prepared, and confident when facing important decisions. Lastly, we want our clients to have fun; this is why our Educational Meetings include topics like travel.
We provide a high level of service to our clients and communicate periodically through phone calls, personal letters, e-mails, and newsletters. We understand that in order to maintain lasting, long-term relationships, we must respond promptly when clients contact us with questions or concerns.
We focus on continuing education for our clients because we want our clients to engage in their financial wellbeing. Also, we want our clients to be well informed, prepared, and confident when facing important decisions. Lastly, we want our clients to have fun; this is why our Educational Meetings include topics like travel.
We provide a high level of service to our clients and communicate periodically through phone calls, personal letters, e-mails, and newsletters. We understand that in order to maintain lasting, long-term relationships, we must respond promptly when clients contact us with questions or concerns.
Our Insights
We have assembled a selection of newsletters and articles to help you gain a greater understanding of important financial topics. As always, if there is anything you ever need, feel free to reach out to us.
Congratulations to Magay Shepard for being named to the Forbes’ 2025 Best-in-State Wealth Advisors ListArticle
Congratulations to Shepard Wealth Management Group for being named to Forbes’ 2025 Best-in-State Wealth Management Teams Article
Forbes’ 2024 Best-in-State Women Wealth Advisors List and Forbes’ 2024 Best-in-State Wealth Advisors ListPlease join us in congratulating Magay Shepard, CFP®, Managing Director/Investments, on her achievements this year.
Article
Announcing Kathy Arey's RetirementIt is with mixed emotions that I announce Kathy Arey’s well-deserved retirement on June 30, 2024.
Article
Congratulations to Magay Shepard on Her Title Promotion!We are pleased to announce that our founder and lead financial advisor, Magay Shepard, CFP®, is now Managing Director/Investments at Stifel. Magay’s career has spanned several decades, assisting clients and their families in long-term planning regardless of market, economic, and life changes. Please join us in congratulating Magay!
Press Release
Welcome Our Newest Team Member Melissa Costello!We are pleased to announce our newest team member to the Shepard Wealth Management Group, Melissa Costello! Melissa earned a Bachelor of Science in Business Administration from the University of Missouri-Columbia and holds Series 7 and 63 securities licenses. An integral member of the team, she helps the team manage daily, account-related needs, and delivers personal and timely tasks for clients. Melissa is committed to providing a top-tier client experience while helping our financial advisors do the best job possible.
Press Release
Wealth Planning Insights from Magay Shepard and Dan EmmonsAt Shepard Wealth Management Group, our team is dedicated to helping you manage and plan for your financial future. Take a look at what Magay Shepard, Managing Director/Investments, and Dan Emmons, Financial Advisor, have to say about the value of financial planning and how crucial it is to pursuing your goals.
Click to read more.Article
Wealth Planning Insights from Christine ParksOur job is to work with you as a team and help reduce the increasing pressures of financial stress. Debt can often be daunting, but by having a strategy, you are taking the first step in the right direction.
Click to read more.Article
Wealth Planning Insights from Diana CastroEstablishing your personalized financial strategy is just one of the ways Shepard Wealth Management Group helps you navigate the wealth management process.
Click to read more.Article
Congratulations to Christine Parks on Her New Title!We are pleased to announce our Client Service Associate, Christine Parks, is now a Registered Client Service Associate, holding the Series 7 and 66 securities licenses. Please join us in congratulating Christine on this significant achievement and her continuing work at career advancement and continuing education.
Press Release
Forbes’ 2023 America's Top Women Best-In-State Wealth Advisors ListPlease join us in congratulating Magay for being named to Forbes' 2023 America's Top Women Best-in-State Wealth Advisors List.
Article
Subscribe to Magay's Weekly E-mails
Sign up to receive newsletters, event invitations, and timely market news straight to your inbox.
Thank you for subscribing. We look forward to sharing our insights with you.