Shepherd Wealth Group

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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 retu... Read more

Headquarters

Armonk, US

Employees

1-10

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Joseph Gaglio
Founder & Managing Partner

Joseph Gaglio

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Tinja Anderson
Financial Planner

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