Shepard Wealth Management Group, led by Magay Shepard, CFP®, is a Charlotte, North Carolina-based financial advisory firm affiliated with Stifel. Catering to high-net-worth individuals, the firm offers comprehensive financial services, including investment management, estate planning, tax strategies, and retirement planning. Their client-centric approach emphasizes personalized guidance, proactive planning, and continuous education to help clients make informed financial decisions. The team, comprising experienced professionals like Dan Emmons, Melissa Costello, Christine Parks, and Diana Castro, collaborates closely with clients and their other advisors to tailor strategies that align with individual goals. Recognized for excellence, Magay Shepard has been named to Forbes’ 2025 Best-in-State Wealth Advisors List, reflecting the firm’s commitment to delivering high-quality, personalized financial solutions.