Shepherd Wealth Partners

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

1701 Waxhaw Indian Trail Rd S, Waxhaw, N...

Phone Number

(704) 443-8455

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Shepherd Wealth Partners

Shepherd Wealth Partners is a financial advisory firm that specializes in financial planning, wealth management, and Biblically responsible investing. They aim to guide clients in achieving financial freedom and peace by aligning their financial strategies with their beliefs and convictions. The firm offers personalized financial portfolios, tax-reduction strategies, and a commitment to honesty and transparency in client relationships. Their services are designed for individuals seeking to manage their wealth from a Biblical perspective while navigating the complexities of financial planning.Explore more
Shepherd Wealth Partners's Social MediaPopular SearchesShepherd Wealth Partners LLCShepherd Wealth PartnersShepherd Wealth Partners - HomeShepherd Wealth Partners - LLCShepherdwealthpartners/ 3122SIC Code 62,628NAICS Code 52,523Show more

Shepherd Wealth Partners Org Chart

CT
United States flag for contact location.

Founder & Chief Executive Officer

PhoneEmail
CC
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Financial Planning Associate

PhoneEmail
RB
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Operations Specialist

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Shepherd Wealth Partners

<$5M
1-10
Private
-
2017
CT
Charles TerryFounder & CEO
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2008
MS
Morgan SelmiAdvisors Assistant
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Shepherd Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Shepherd Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Shepherd Wealth Partners.

Shepherd Wealth Partners Tech Stack

A closer look at the technologies used by Shepherd Wealth Partners

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Frequently Asked Questions Regarding Shepherd Wealth Partners

What is Shepherd Wealth Partners's official website?
Shepherd Wealth Partners's official website is www.shepherdwealthpartners.com
What is Shepherd Wealth Partners's Revenue?
Shepherd Wealth Partners's revenue is <$5 Million
What is Shepherd Wealth Partners's SIC code?
Shepherd Wealth Partners's SIC: 62,628
What is Shepherd Wealth Partners's NAICS code?
Shepherd Wealth Partners's NAICS: 52,523
How many employees does Shepherd Wealth Partners have?
Shepherd Wealth Partners has 1-10 employees
What industry does Shepherd Wealth Partners belong to?
Shepherd Wealth Partners is in the industry of: Finance, Securities Trading
What is Shepherd Wealth Partners competition?
Shepherd Wealth Partners top competitors include: Sterling Total Wealth Solutions, Wealth Advisory Services, Pillar Wealth Management, Hudson Valley Wealth Management
What technology does Shepherd Wealth Partners use?
Some of the popular technologies that Shepherd Wealth Partners uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Shepherd Wealth Partners?
Shepherd Wealth Partners contact info: Phone number: (704) 443-8455 Website: www.shepherdwealthpartners.com
What does Shepherd Wealth Partners do?

Shepherd Wealth Partners is a financial advisory firm that specializes in financial planning, wealth management, and Biblically responsible investing. They aim to guide clients in achieving financial freedom and peace by aligning their financial strategies with their beliefs and convictions. The firm offers personalized financial portfolios, tax-re... duction strategies, and a commitment to honesty and transparency in client relationships. Their services are designed for individuals seeking to manage their wealth from a Biblical perspective while navigating the complexities of financial planning.Read More

What are Shepherd Wealth Partners social media links?
Shepherd Wealth Partners Linkedin page Shepherd Wealth Partners Facebook page
Is Shepherd Wealth Partners a public company?
Shepherd Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about Shepherd Wealth Partners

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