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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 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 often 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 often 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.
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
Congratulations to Jona Moody on His New CFP® Designation!We are pleased to announce that Jona Moody, Registered Client Service Associate, obtained the CERTIFIED FINANCIAL PLANNER™ certification this month. While Jona continues assisting our clients in his current capacity, we are excited for him as he continues to further his education in wealth management. Please join us in congratulating Jona on his significant accomplishment!
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.
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Wealth Planning Insights from Kathy AreyPlan – one simple word that encompasses the heart of what we help you do. Join the Shepard Wealth Management Group family and consider a complimentary consultation.
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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.
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Wealth Planning Insights from Jona MoodyAt Shepard Wealth Management Group, our goal is to help you through all of the aspects of financial planning – including asset allocation analysis, understanding your Social Security benefits, and tax planning strategies.
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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.
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Summer 2023 UpdateThis is the Shepard Wealth Management Group Summer 2023 update.
Newsletter
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
Congratulations to Kathy Arey on Her New Title!We are happy to announce that Kathy has a new title on our team, Client Relationship Manager! She is still available to take your calls for service inquiries and she now has Jona to assist her with these requests. This affords her additional time to help us proactively check in with you, addressing any service you may require or concerns you may have.
P.S. The original artwork on Kathy’s office wall was created by her one year old grandson, Wyatt.Press Release
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