WELLINGTON, FL – Spearhead, a boutique financial services firm focused on providing customized solutions for ultra high net worth investors, family offices, and asset management firms, is pleased to announce that Chris Shepherd has joined its team of professionals as Managing Director of Wealth Management.
Prior to joining Spearhead, Mr. Shepherd served as the Managing Director of The Private Wealth Practice at Shepherd Kaplan, LLC, a corporate and private wealth management firm. During his tenure at Shepherd Kaplan, Mr. Shepherd was instrumental in building the national footprint of the Private Practice focused on high net worth individuals and family offices.
“As we continue to grow, we remain focused on providing a sophisticated and customized level of service to our clients. Our clients’ and their families expect nothing less than best-in-class service, thought leadership process around their wealth management, and implementation of their state-of-the-art income, estate, and charitable tax planning. Each family situation is unique, and has different goals and objectives for their legacy which can be complex and multi-faceted. To successfully work with such clients, understand their needs, and implement their short- and long-term plans, proven talents such as Chris will bolster Spearhead’s capabilities. Chris will be instrumental in continuing to build our service offering as we move forward,” remarked Jarrett Bostwick, General Counsel & Co-Founder.
“Over the past year, we have been investing heavily in technology, reporting and talent to bring the best customized service to each of our clients. This has further increased our capability in providing Advanced Wealth Planning solutions to our clients, thereby facilitating clients in meeting their goals through the composition of proper structuring of their holdings to the investment management associated with those structures. This is further reflected in the investment we have been making in the reporting of those assets and investments together with the expansion of our client serving team of professionals,” said Todd Walters, CEO & Co-Founder of Spearhead.
Spearhead strives to provide long-term value to clients on an after-income tax and estate tax basis by combining balance sheet risk management techniques together with investment strategies.
All Securities are offered through Spearhead Capital, LLC, Member FINRA/SIPC. Advisory Services are offered through Spearhead Capital Advisors, LLC. Consulting and Administration services are offered through Spearhead Innovative Solutions, LLC and its subsidiaries.