Shepherd Wealth Management
Overview
Shepherd Wealth Management is a financial advisory firm based in Cincinnati, Ohio, offering personalized investment management services to individuals and families. The firm focuses on building customized portfolios that align with clients' financial goals, utilizing Modern Portfolio Theory to minimize risk and enhance returns. Their services include financial planning, tax strategies, and philanthropic initiatives, aiming to provide comprehensive financial guidance and support. The firm's investment approach emphasizes a long-term, stewardship-focused strategy, integrating various asset classes such as fixed income, real estate, and venture capital. They cater to clients at different stages of their financial journey, from early-stage investors to those seeking growth and late-stage opportunities. Shepherd Wealth Management also prioritizes community involvement by allocating a portion of its revenue to local charitable causes, reflecting a commitment to social responsibility. With a team of experienced professionals, Shepherd Wealth Management strives to empower clients to achieve financial security and prosperity. Their mission is to guide individuals and families toward financial clarity and confidence through personalized strategies, expert insights, and unwavering integrity, ensuring financial well-being for generations to come.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
Reach Shepherd Wealth Management directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Shepherd Wealth Management
What sectors does Shepherd Wealth Management invest in?
Shepherd Wealth Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Florence, United States. Shepherd Wealth Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Shepherd Wealth Management invest at?
Shepherd Wealth Management backs companies at Early Stage, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Shepherd Wealth Management invest in?
Shepherd Wealth Management invests across United States.
Who are the partners at Shepherd Wealth Management?
Team members listed for Shepherd Wealth Management include John Ashcroft (President) and Joshua Garland (Chief Executive Officer).
What companies has Shepherd Wealth Management invested in?
Shepherd Wealth Management's portfolio includes MediaWorks, TransLogistics, RetailMart, TechCorp, TelecomNet, HealthPlus, FinServe and GreenEnergy.
How do I contact Shepherd Wealth Management?
Shepherd Wealth Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
