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.

Finance

Investment Management

Personal Finance

Shepherd Wealth Group

Shepherd Wealth Group's headquarters in Armonk, United States

Joseph Gaglio

Steven A. Stern

Thomas Smith Murray

This department provides expert advisory services and strategic guidance to clients.

Consulting Services

This department provides strategic direction and oversight for the organization as a whole.

Shepherd Wealth Group

Org chart

Teams

Consulting Services

Executive Leadership

Offices

Shepherd Wealth Group

Org chart

Teams

Consulting Services

Executive Leadership

Offices

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