Sheppard Mosher invites you to join

When you introduce someone you care about to Sheppard Mosher, you’re doing more than making a referral, you’re extending the trust you’ve placed in us to the people who matter most in your life. The Legacy Club is our way of recognizing clients who make introductions to family, friends, and colleagues.

Why become a Legacy Club member?

When you introduce someone to Sheppard Mosher, you’re extending the same trust you’ve placed in us to the people who matter most in your life. We’re grateful for your advocacy and for connecting us with those you believe we can serve.

As a courtesy, Sheppard Mosher may, in its discretion, acknowledge certain introductions with occasional non-cash, nominal gestures of appreciation. Any such gesture is not guaranteed, is not promoted in advance, and is not contingent upon the referred person becoming a client, opening an account, transferring assets, or making any investment decision.

Who should I introduce to Sheppard Mosher?

Think about the people in your life who are approaching retirement, already retired, or who have recently experienced a major life event that may affect their financial picture. Fill out the form to get started, and we’ll be in touch about next steps.

What do I have to do to become a Legacy Club member?

Once the person or couple you introduce contacts us, or you fill out the referral form on this page, you’re officially a Legacy Club member. Membership does not depend on whether the referred person becomes a client. You’re also welcome to pass along one of our referral cards whenever the moment feels right.

The Legacy Club is intended to recognize client introductions. Clients do not receive cash compensation or fee reductions for referrals. Any acknowledgments (if provided) are non-cash, discretionary gestures of appreciation and are not intended to influence any client’s decision to recommend Sheppard Mosher. From time to time, Sheppard Mosher may, in its discretion, acknowledge certain introductions with non-cash, nominal gestures of appreciation, such as invitations to educational events that may include a modest meal. Any such gesture is not guaranteed, is not promoted in advance, and is not contingent upon the opening of an account, the transfer of assets, or any investment decision. Any gesture is subject to firm policies and applicable regulations, including supervision and recordkeeping requirements. The products and services offered, and the applicable rules and standards of conduct, depend on the capacity in which Sheppard Mosher and its professionals are acting at the time of the engagement.