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Proactive Planning with a Personal Touch

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Magay Shepard is proud to be

Named to Forbes' 2021 America's Top Women Wealth Advisors List

For more than 30 years, Magay has weathered the most turbulent markets, navigated an evolving landscape, and focused on creating a long-term financial vision for hundreds of folks moving into retirement. It is no surprise that she continues to receive accolades, including her second recognition being named to Forbes’ 2021 America’s Top Women Wealth Advisors List.
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You're Invited

Upcoming Events

We strive to provide you with free, financial guidance that will help you move toward your life goals. We hope you’ll join us! To register, simply click the link below. Upon registration, the event details will immediately be e-mailed to you, and you will receive a 1-hour reminder e-mail on the day of the event.  Contact Christine Parks if you have any questions.

Observations and Expectations with Joe Terranova

Observations and Expectations with Joe Terranova

Wednesday, October 6, 4:00 PM - 5:00 PM

Joe will be providing insight into the current domestic and global investing landscape.

Stifel is not affiliated with Virtus Investment Partners. Investment products and services are offered through Stifel.

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.
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