Are you on the path toward financial success?

In today’s uncertain world, it’s easy to question where you are and where you are going financially. Do you worry how market volatility may impact your future goals?

We can help. Shepard Wealth Advisors offers a complementary Second Opinion Service including a Risk Analysis & Portfolio Testing Review.


STRESS TESTING YOUR PORTFOLIO

The report allows us to gauge the level of impact economic and market events may have on your portfolio. Stress testing is a simulation technique used on investment portfolios to predict the portfolio’s reaction to different financial situations. The report shows charts that compare the difference of your current portfolio’s Market Value ($) before and after a theoretical individual stress event. This helps us to identify what is creating the greatest risk for your future.

Together, we will discuss the analysis and review your level of comfort with potential economic and market changes. There is no obligation. We welcome the opportunity to meet with you. Please click on the link below and send us an email.






IMPORTANT: The projections or other information generated by Risk Analysis & Portfolio Testing Review regarding the likelihood of various investment outcomes are hypothetical in nature, do no reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

Request a second opinion. Email Us.

Shepard Wealth Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, DE, FL, GA, IA, IL, KS, LA, MA, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX