Shepherd Street Advisors

About

Shepherd Street Advisors Skip to content Stop trying to do it all and let Shepherd Street Advisors help you. We are a boutique independent advisory firm that takes our fiduciary obligations to our clients seriously. We advise individuals and families on how to navigate the multiple risk versus reward trade-offs required to invest wisely for the future. About Us Based in Larkspur, CA, Shepherd Street Advisors provides boutique wealth management services to individuals and families around the country. The firm provides straightforward and seasoned investment advice . We embrace modern technology for accuracy and efficiency in managing accounts. These tools afford us the time to spend with clients in order to build a trusted advisory relationship. Our Clients We serve clients who appreciate having a partner to help them meet their various investment goals. Our clients are generally professionals in their 40's and 50's - both men and women - many of whom are lawyers, executives, entrepreneurs, or families with complex investment needs. All are busy with successful careers and for many, a hectic family life. Some are risk-takers while others are more conservative. They all work hard and strive for a great work-life balance. At the same time, Shepherd Street clients are smart enough to recognize that they cannot do it all. To leverage their time, they seek the advice and guidance of others so they can focus on their interests and passions. We feel our clients look to the future wit

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