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Sheppard Wealth Management. We aim to deliver solid returns over the medium- to long-term horizon. INFORMED INVESTMENT MANAGEMENT WE ARE COMMITTED TO ONGOING IN-HOUSE RESEARCH. Our experienced team understands the stewardship required to prudently invest significant assets. We believe our clients financial wellness security and growth deserve the utmost dedication expert advice and personal attention from a team of trusted advisors.
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We believe your wealth management strategy should be just as dynamic. Andy has served the Eugene area as an investment professional since 1985. Were just as passionate about community service as we are about professional service. In his more than 20 years of experience hes seen the markets change the industry transform. Then our team of experts who specialize in investment retirement tax and life planning and more will help make sure youre set up to meet all your lifes goals. Our experienced team understands the stewardship required to prudently invest significant assets.
Andy has extensive experience managing diverse portfolios for families and business owners and was a Senior Vice President with a national investment firm before joining Sheppard Wealth as a Principal Owner and Wealth Manager.
Breaking news and in-depth coverage of essential topics delivered straight to your inbox. We aim to deliver solid returns over the medium- to long-term horizon. In his more than 20 years of experience hes seen the markets change the industry transform. We believe our clients financial wellness security and growth deserve the utmost dedication expert advice and personal attention from a team of trusted advisors. Our experienced team understands the stewardship required to prudently invest significant assets. About Shepherd - Shepherd Wealth Partners.
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Were happy to meet with you whenever is most convenient for you. Our investment philosophy is based on minimising client risk while using strategic asset allocation and diversification to maximise returns. Andy has extensive experience managing diverse portfolios for families and business owners and was a Senior Vice President with a national investment firm before joining Sheppard Wealth as a Principal Owner and Wealth Manager. Breaking news and in-depth coverage of essential topics delivered straight to your inbox. Sheppard Wealth Management registered in 2017 serves 3 states with a licensed staff of 3 advisors.
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We understand each client has unique goals and objectives and we tailor our process to exceed your expectations. ANDY PAPENDIECK Principal Wealth Manager. ANDY PAPENDIECK Principal Wealth Manager. We aim to deliver solid returns over the medium- to long-term horizon. We encourage our team to.
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Based in Charlotte NC Shepherd offers Biblically Responsible Investments that focus not only on doing well but also on doing good. First we will meet to discuss your immediate goals and long-term objectives. We understand each client has unique goals and objectives and we tailor our process to exceed your expectations. Based in Charlotte NC Shepherd offers Biblically Responsible Investments that focus not only on doing well but also on doing good. INFORMED INVESTMENT MANAGEMENT WE ARE COMMITTED TO ONGOING IN-HOUSE RESEARCH.
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We believe wholeheartedly in our ability to help you get past lifes inevitable hurdles and consider our goal of shielding you from unforeseen consequences as. INFORMED INVESTMENT MANAGEMENT WE ARE COMMITTED TO ONGOING IN-HOUSE RESEARCH. Sheppard Wealth Management LLC is an independent wealth advisor and asset management boutique based in Bend Oregon helping individuals families businesses and non-profits. Andy has extensive experience managing diverse portfolios for families and business owners and was a Senior Vice President with a national investment firm before joining Sheppard Wealth as a Principal Owner and Wealth Manager. Andy has served the Eugene area as an investment professional since 1985.
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To match any need. Sheppard specializes in insurance services retirement planning estate planning and investment services and more. We understand each client has unique goals and objectives and we tailor our process to exceed your expectations. A unique team with vast experience across business investing wealth management financial planning and more the Shepherd Team is here for you through the ever-changing needs of your financial journey. Harry helps individuals families and businesses achieve their goals through comprehensive financial planning and wealth management strategies.
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To match any need. At IG Wealth Management financial planning is a group effort. ANDY PAPENDIECK Principal Wealth Manager. A unique team with vast experience across business investing wealth management financial planning and more the Shepherd Team is here for you through the ever-changing needs of your financial journey. 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.
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At Sheppard strategic asset allocation is the central tenet of our Investment Philosophy. We encourage our team to. We believe your wealth management strategy should be just as dynamic. SHEPHERD WEALTH PARTNERS is a financial advisory firm dedicated to honoring God by guiding clients to better align and live out their faith through finances. We understand each client has unique goals and objectives and we tailor our process to exceed your expectations.
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Shepherd Wealth Retirement is a wealth management firm led by a father and son team Dave Shepherd ChFC CFP and David W. Shepherd Wealth Retirement is a wealth management firm led by a father and son team Dave Shepherd ChFC CFP and David W. Learn More We guide business owners and successful families through the complexity of growing and keeping their wealth and help them access and build a team of the best. Sheppard Wealth Management manages 1423 million and provides investment advisory services for 135 clients 145 advisorclient ratio. Sheppard specializes in insurance services retirement planning estate planning and investment services and more.
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Our experienced team understands the stewardship required to prudently invest significant assets. Then our team of experts who specialize in investment retirement tax and life planning and more will help make sure youre set up to meet all your lifes goals. We believe your wealth management strategy should be just as dynamic. We understand each client has unique goals and objectives and we tailor our process to exceed your expectations. ANDY PAPENDIECK Principal Wealth Manager.
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We understand each client has unique goals and objectives and we tailor our process to exceed your expectations. Shepherd Wealth is a Christian financial advisor firm dedicated to honoring God by helping our clients plan for retirement and practice faithful stewardship. SHEPARD WEALTH MANAGEMENT GROUP. Breaking news and in-depth coverage of essential topics delivered straight to your inbox. Sheppard Wealth Management LLC Sheppard Wealth Management LLC CRD 171444 is a financial advisory firm headquartered in Bend OR.
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Learn More We guide business owners and successful families through the complexity of growing and keeping their wealth and help them access and build a team of the best. We aim to deliver solid returns over the medium- to long-term horizon. Were just as passionate about community service as we are about professional service. 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. Sheppard Wealth Management LLC is an independent wealth advisor and asset management boutique based in Bend Oregon helping individuals families businesses and non-profits.
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At Sheppard strategic asset allocation is the central tenet of our Investment Philosophy. Were happy to meet with you whenever is most convenient for you. Alan Alan keeps the Wealth Management Team focused on growing the firms assets under management. 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. Our experienced team understands the stewardship required to prudently invest significant assets.
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SHEPHERD WEALTH PARTNERS is a financial advisory firm dedicated to honoring God by guiding clients to better align and live out their faith through finances. Based in Charlotte NC Shepherd offers Biblically Responsible Investments that focus not only on doing well but also on doing good. Andy has extensive experience managing diverse portfolios for families and business owners and was a Senior Vice President with a national investment firm before joining Sheppard Wealth as a Principal Owner and Wealth Manager. Were happy to meet with you whenever is most convenient for you. About Shepherd - Shepherd Wealth Partners.
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Based in Charlotte NC Shepherd offers Biblically Responsible Investments that focus not only on doing well but also on doing good. We encourage our team to. We believe wholeheartedly in our ability to help you get past lifes inevitable hurdles and consider our goal of shielding you from unforeseen consequences as. Quinn Shepherd started Operation Shepherding in 2011 as a year-round initiative to support the local communities where our employees and clients live and work. 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.
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Andy has served the Eugene area as an investment professional since 1985. At Shepherd Wealth Solutions helping you meet your financial needs is our priority. Shepard and Shepard - Ocala FL. SHEPHERD WEALTH PARTNERS is a financial advisory firm dedicated to honoring God by guiding clients to better align and live out their faith through finances. Were just as passionate about community service as we are about professional service.
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With a BA in Economics from the University of Western Ontario and a career that includes tenures at London-based Investors Planning Associates Ltd. CFP based in Tucson Arizona. Quinn Shepherd started Operation Shepherding in 2011 as a year-round initiative to support the local communities where our employees and clients live and work. Alan Alan keeps the Wealth Management Team focused on growing the firms assets under management. Sheppard Wealth Management LLC is an independent wealth advisor and asset management boutique based in Bend Oregon helping individuals families businesses and non-profits.
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Andy has extensive experience managing diverse portfolios for families and business owners and was a Senior Vice President with a national investment firm before joining Sheppard Wealth as a Principal Owner and Wealth Manager. Quinn Shepherd started Operation Shepherding in 2011 as a year-round initiative to support the local communities where our employees and clients live and work. Breaking news and in-depth coverage of essential topics delivered straight to your inbox. To match any need. As your partner we craft solutions using our expertise and prudent management approach.
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And local financial institutions he brings a wealth of experience to the management of individual and institutional portfolios. With a BA in Economics from the University of Western Ontario and a career that includes tenures at London-based Investors Planning Associates Ltd. First we will meet to discuss your immediate goals and long-term objectives. Learn More We guide business owners and successful families through the complexity of growing and keeping their wealth and help them access and build a team of the best. SHEPHERD WEALTH PARTNERS is a financial advisory firm dedicated to honoring God by guiding clients to better align and live out their faith through finances.
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