Since 1980, The Shepard/Straub Group has been serving the complex wealth management needs of a limited number of clients, including accomplished entrepreneurs and professionals. Regardless of the source of their wealth, clients are drawn to our group to help simplify the multi-dimensional aspects of their financial lives.
The make up of our team from an age perspective allows us to relate to multiple generations of families. We have the ability to serve the many varying financial needs that may occur during their life and the lives of their children and grandchildren. Our team’s values—integrity, loyalty, respect, commitment and teamwork—shape how we serve you and your family.
Our wealth management process begins by developing a deep understanding of you and the things you value most. Staying focused on your situation and financial objectives throughout our relationship helps us work together to create a wealth management strategy that makes sense for you.
We believe the best way to preserve and grow wealth is through a strict discipline that encompasses solid research and constant oversight. Taking a long-term approach to investing, we use a systematic investment process, focusing on quality investments and emphasizing risk management and diversification through asset allocation. This approach enables us to accommodate a wide range of objectives and allows us to help you develop portfolios structured to meet your specific needs.To us, investing is a collaborative effort and we will work side by side with you to promptly deliver clear, concise and timely information about all of your financial decisions. Providing outstanding client service is the most important thing we do and our goal is to be the first call you make for all of your wealth management needs.
CFP®, CPFA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
