We recognized the importance of meeting the expectations and experiences of our existing and prospective clients in today’s digital age early on.
Tucson, Arizona (PRWEB) June 03, 2014
Dave Shepherd and David W. Shepherd, Jr. of Shepherd Wealth and Retirement in Tucson, Arizona are embracing the digital age head-on by expanding their firm's presence online.
The father and son team of CFP® practitioners strive to help Arizonans who are near retirement or currently retired to preserve and grow their wealth. Shepherd Wealth & Retirement is a privately held, independent firm free of corporate influence.
While many financial advisors are shying away from blogs and social media, Dave and David Shepherd are embracing these digital tools in an effort to help their existing and prospective clients navigate the challenges of today’s financial markets.
“We recognized the importance of meeting the expectations and experiences of our existing and prospective clients in today’s digital age early on” said Dave Shepherd, President and CEO.
Dave and David are both now publishing their financial planning and investing “leadership” insights to the Shepherd Your Wealth Blog while also staying consistently visible and connected with clients on social media channels such as Facebook, LinkedIn, Twitter, YouTube, and through email communications.
“We wanted to take a comprehensive approach with our online presence to ensure that our clients could find, access, and communicate with us in the ways in which they prefer”, said David W. Shepherd, Jr., Chief Investment Officer. “We wanted to lead our clients through the increasing and confusing financial digital noise.”
Shepherd Wealth and Retirement is a Tucson, Arizona based independent wealth management firm. Learn more at http://www.shepherdwealth.com.
Investment advice is offered through Shepherd Wealth Group, a Registered Investment Adviser doing business as Shepherd Wealth & Retirement. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.
Shepherd Wealth & Retirement
6300 E. El Dorado Plaza, Suite A-200
Tucson, AZ 85715
Phone: (520) 325-1600
Toll Free:(877) 325-1600
Fax: (520) 325-9097