Shepherd Wealth Group
Highly Engaged Employees
Highly Engaged EmployeesFinance · New York, United States · 1-10 Employees
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Overview
Headquarters
1 Byram Brook Pl Ste 101, Armonk, New Yo...Website
www.shepherdwealthgroup.comRevenue
$5.8 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Shepherd Wealth Group
Shepherd Wealth Group is an advanced planning firm that specializes in tax-efficient strategies for self-employed individuals, business owners, and high to ultra-high net worth clients. The firm focuses on addressing significant tax challenges through services such as Advanced Qualified Plan Design, Seasoned Money Strategies & Exits, and Premium Financing. With a commitment to personalized service, Shepherd Wealth Group aims to protect and grow wealth intergenerationally while adapting to the ever-changing tax legislative environment. Their mission is to empower clients with education and tailored solutions that foster mutual trust and growth.Explore more
Shepherd Wealth Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
1953
PY
Phillip YargeauCo-owner, Head of Investment Team, Registered Representative
Company Profile Activity
Activity Insights
Shepherd Wealth Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Shepherd Wealth Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Shepherd Wealth Group.
Shepherd Wealth Group Tech Stack
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Frequently Asked Questions Regarding Shepherd Wealth Group
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Shepherd Wealth Group is an advanced planning firm that specializes in tax-efficient strategies for self-employed individuals, business owners, and high to ultra-high net worth clients. The firm focuses on addressing significant tax challenges through services such as Advanced Qualified Plan Design, Seasoned Money Strategies & Exits, and Premium Fi... Read More
