Sheppard Mosher Independent Wealth Management

Sheppard Mosher Independent Wealth Management Our mission is to get to know and understand your needs, wants, and long-term goals. Jason J. Mark L. Mark is a fifth generation native of Ontario County.

Mosher is a CERTIFIED FINANCIAL PLANNER® professional and serves clients as an Investment Advisor Representative. His educational background includes Cayuga Community College and The University at Buffalo. Inspired by a childhood coach who was in the business, Jason began his career in financial services in 1998 and co-founded Sheppard Mosher in 2005. He holds FINRA Series 6, 7, 63 and 65 securiti

es licenses along with insurance licenses in Florida, North Carolina, South Carolina, New Jersey, Massachusetts, New York, New Hampshire and Montana. Jason is active in the community, currently serving as a Town Councilman. He is a past board member of the Rotary Club of Geneva and is a life-long resident of Central New York. He shares his home with his wife of 22 years, Melissa, a certified social worker at the Canandaigua VA Medical Center and their two children Jason and Braedon. Sheppard is a Registered Financial Consultant, RFC® and serves clients as an Investment Advisor Representative. After graduating college, Mark had the good fortune of being mentored by a senior advisor before eventually co-founding his own independent practice with Jason in 2005. Mark holds FINRA Series 6, 7, 63 and 65 securities licenses and insurance licenses in Florida, North Carolina, South Carolina, New Jersey, Massachusetts and New York. He currently serves as a strong community advocate including his 30 year membership in the Rotary Club of Canandaigua volunteering as President in 2001 and is a two time Paul Harris Award Recipient for service. Mark enjoys spending time with his clients and family. One of his favorite avocations is hiking the high peaks in the Adirondacks with his wife of 32 years, Robin, a PhD chemist at Xerox and their two sons.

Here are a few key factors to consider when naming an executor for your estate.
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Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Simple steps may help you foil hackers and protect your privacy.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
07/15/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

There are four basic steps to calculating the value of an estate.
07/14/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing h...
07/13/2026

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

What’s the difference between a General Obligation bond and a Revenue bond?
07/10/2026

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

What steps might help you sustain and grow your retirement savings? This piece explores them.
07/09/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
07/08/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Sheppard Mosher is an independent, fiduciary financial advisory firm serving clients in Canandaigua, Rochester, and the Finger Lakes region.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
07/07/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

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2525 NY/332
Canandaigua, NY
14424

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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