Shepherd Wealth Group is an advanced planning firm that maintains a tax efficient focus in all areas of expertise, not just by life but on an intergenerational basis as well. SWG exclusively dwells in the self-employed, high and ultra-high net worth communities, with a special focus on absolute returns through large annual income tax reduction. At SWG the goal is to accumulate significant wealth in the most tax friendly environment possible throughout life, all while protecting that level of wealth so that it may pass on in the same efficient manner for those to come.
As the tax legislative environment is ever-changing, this perspective continues to give their clientele what they desire most: CHOICES. At SWG every client is uniquely different from one another and is handled with this in mind rather than the industry standard "fit in a box" approach. This style of handling allows for true education and evolution which leads to real understanding. SWG believes in both a well-educated client and advisor. This is because education leads to mutual trust and mutual trust leads to growth. This mentality allows clients and their advisors to reach their maximum potential and achieve the next level in both their lives and businesses respectively.
Company Details
- Employees
- 11
- Founded
- -
- Address
- 1 Byram Brook Pl,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Qualified Plan Design Consultation, Insurance Planning, Business Consulting, Financial Consulting, Advanced Planning, Estate Planning, Tax Strategies, Tax Efficient Planning.
- HQ
- Armonk, New York
Shepherd Wealth Group Questions
Shepherd Wealth Group's website is http://www.ShepherdWealthGroup.com
Shepherd Wealth Group's LinkedIn profile is https://www.linkedin.com/company/shepherd-wealth-group
Shepherd Wealth Group has
11 employees.
View email and phone details for 11
employees at Shepherd Wealth Group.
Shepherd Wealth Group's industry is
Financial Services
Shepherd Wealth Group's top competitors are
Malafronte,
Madan+,
Integrity Advisors Pension Consultants, Inc,
The Integrity Business Group,
Royal Lepage Altitude,
Mind Growth Masters,
Wealth Management Resource Group,
Lanternway,
Rock Capital Group Pty Ltd,
Black Hawk Financial Inc..
Shepherd Wealth Group's categories are Financial Services
Shepherd Wealth Group's founding year is 2019
