Colin Shepherd

Wealth Advisor

“I am passionate about Financial Empowerment so that my clients understand their options”

Colin Shepherd

My name is Colin Shepherd and I am a Wealth Advisor within the CorePath Family and have been working with the team for almost 6 years now. I grew up in Denver, Colorado which naturally encouraged me to spend time outside – my wife and I take every opportunity to escape the Scottsdale heat and head up to the Mountains, with our two dogs Rufus and Birdie. International travel and exploring the world is our favorite activity, but when we stay local, we love spending time outside – hiking, camping and even squeezing in a little fishing. My wife, Hannah Shepherd, is a Dermatology P.A.-C in Scottsdale and is an Arizona native herself.

Working as a Fiduciary allows me to set aside the commission-based investment products and instead focus on providing financial advice, guidance, and investment management that is in the best interest of my clients. I deliberately take an educational approach during our meetings because I am passionate about Financial Empowerment so that my clients understand their options and the “why’s” and “how’s” behind recommendations. Then, together, we design a financial ‘roadmap’ to keep you on track and hold you accountable, knowing we have a contingency plan in place to protect against the unknown. While our conversations are focused on financial matters, I get to know my clients on a personal level to ensure the strategy we create together is in your best interest, and as your life continues to change, we are proactive and flexible.

We are continually addressing cash flow and savings plans, debt management, real estate and private investments, employer-sponsored retirement plans, Roth IRAs, family and estate planning, small business management and everything else financially-related that is important.

Services I provide

Fee-Based Financial Planning
Investment Management for Brokerage and Retirement Accounts
H.E.N.R.Y. Wealth Roadmap Planning
Small Business Financial Advice and Guidance
Family Office Services for the Mass Affluent

Clients I Serve Best

Young Medical Professionals

Recent graduates from Veterinary, Dentistry, or Medical Schools and Residency Programs

H.E.N.R.Y. Wealth Roadmap Planning

High Earners Not Rich Yet who desire/seek the same concierge level services of the mass affluent

Small Business Owners

whom want to focus on their business, not the finances

Young Families

those who are planning to start a family, or already have one on the way

Scottsdale Office

CorePath Wealth Partners Phoenix
The Waterfront Building
7114 E. Stetson Dr.  #205
Scottsdale AZ 85251

Telephone  480.448.0334

FAX  480.448.5841

Cell phone  520.429.7549