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Shepherd Wealth & Retirement Logo
Shepherd Wealth & Retirement CB Rank
2377800
Heat Score
44
Shepherd Wealth & Retirement offers asset allocation, cash flow statement, tax mitigations, risk management & portfolio management services.
Founded
obfuscation
Private Tucson, Arizona, United States1-10 shepherdwealth.com
Asset Management
Financial Services
Risk Management
Wealth Management
Overview

Shepherd Wealth & Retirement
Heat Score
44

Growth Score
pts
in past quarter
Heat Score 44
-5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Shepherd Wealth & Retirement

CB Rank
2377800
Shepherd Wealth & Retirement offers asset allocation, cash flow statement, tax mitigations, risk management & portfolio management services.
Founded
obfuscation
Private Tucson, Arizona, United States1-10 shepherdwealth.com
Asset Management
Financial Services
Risk Management
Wealth Management

Details

Legal Name Shepherd Wealth & Retirement, LLC
Operating Status Active
Company Type For Profit
Phone Number +1-520-325-1600
Contact Email info@shepherdwealth.com
Predictions & Insights

Products & Services

Investment Planning
Coordinating financial goals with investing resources to maximize savings and improve income through diversified portfolio management.
Retirement Planning
Preparing for retirement by setting goals, calculating needed funds, and investing to support future financial independence.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 11
News
Technology
View Tech Report

IT Spend

$200.4KThis year, Shepherd Wealth & Retirement is projected to spend $200.4K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Wellness Benefits Logo
Wellness Benefits
98
Company Relocation Logo
Company Relocation
89
—
83

Actively Used Products

14Shepherd Wealth & Retirement uses 14 technology products and services including HTML5, Google Analytics, and  Wordpress, according to G2 Stack.

Active Website Tech Count

28Shepherd Wealth & Retirement is actively using 28 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Shepherd Wealth & Retirement's headquarters? Shepherd Wealth & Retirement is located in Tucson, Arizona, United States.Who are Shepherd Wealth & Retirement's competitors? Alternatives and possible competitors to Shepherd Wealth & Retirement may include Global Wealth Management, Blue Sky Investment Partners, and  Naviture.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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