At Shepard Wealth Advisors, we take a personal and purposeful approach to wealth management. We take the time to understand what matters most to you in an effort build a strategy that aligns with your goals and supports your life.
Services Offered:
-Retirement Planning and Income Management
-Investment Management for Individuals and Families
-Portfolio Management for Endowments, Foundations and Nonprofits
-Insurance Planning
-Legacy and Estate Planning Strategies
-Philanthropic and Gifting Strategies
-Education Savings Planning (529 plan)
-Liability Management through our Wells Fargo Affiliates
Whether you’re planning for retirement, navigating a transition or building a legacy, we’re here to help you make confident, informed decisions.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social.
This information is intended for use only by residents of AZ, CA, CO, DE, FL, GA, IA, IL, KS, LA, MA, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA.
CA Insurance License Number 0M53346
Company Details
- Employees
- 4
- Founded
- -
- Address
- Kansas City, Mo, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Kansas City.
- HQ
- Kansas City, MO
- Competitors
- shepard FINANCIAL.
Shepard Wealth Advisors Questions
Shepard Wealth Advisors's website is http://www.shepardwealthadvisors.com
Shepard Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/shepard-wealth-advisors
Shepard Wealth Advisors has
4 employees.
View email and phone details for 4
employees at Shepard Wealth Advisors.
Shepard Wealth Advisors's industry is
Financial Services
Shepard Wealth Advisors's top competitors are
Shepard Financial.
Shepard Wealth Advisors's categories are Financial Services
Shepard Wealth Advisors's founding year is 2024
