Sheppard Wealth Management, LLC

Sheppard Wealth is an RIA (Registered Investment Advisor) firm. We offer wealth advisory services and asset management to individuals, families, businesses’ and non-profits. We are focused on maintaining your wealth and investing your assets for the long-term. Our clients are unique and they are looking for help. Our goal is to listen to your needs, your fears and your dreams and from this starting point we can determine how to best be helpful. Often times this will include creating a unique and tailored wealth plan around your specific needs and goals, gaining a good understanding of how you are currently positioned and making sure you understand how it all ties together. Finally, we implement a strategy to move forward that includes: investing your capital, budgeting for future needs or wants, planning for your family wealth legacy and charitable giving. Investment Management At Sheppard Wealth, we pride ourselves on our ability to invest in what we believe and alongside our clients. Wealth Forecasting Planning for your future is a process, we work hard to provide you with what we believe to be reliable and personalized forecasting that meet our clients goals. Asset Protection Preservation of capital is vital to long-term family wealth. This wealth is dependent on the ability to generate, hold and protect the money. Real Estate & Family Business Family businesses, outside investment opportunities, or real estate investments all have their complexities; let us help you understand your options.

Address: 360 SW Bond St., Suite 510 Bend, OR 97702 USA

Phone: +1 541 604 8603
FAX: +1 888 569 7462