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Are you a business owner or self-employed?
Do you earn 6-7+ figures a year?

Shepherd Wealth Group

Our Vision: 

"To protect the well-deserved spoils of America’s hard working business owners, entrepreneurs, and industry leaders."

Our Mission:

Shepherd  Wealth Group (SWG) was born out of the recognition of multiple lost generations of advisors who focus on tax centric advanced planning specific to businesses, high and ultra-high net worth individuals. Our strategies are designed to help to create, grow, and preserve generational wealth through multiple levels of tax arbitrage. 

Shepherd  Wealth Group is an advanced planning firm that maintains a tax efficient focus in all areas of expertise, not just by life but intergenerationally 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 can lead to growth. This mentality allows clients and their advisors to reach their maximum potential and pursue the next level in both their lives and businesses respectively. 

Advanced Qualified Plan Design As A TAX Structure.




The Shepherd Way

  • Review of tax driven legislative history in qualified arena

  • Explanation of the custom vs prototype plan space. “Is your plan working for you as an owner, not just as an employee benefit plan? It should be

  • There is nothing binding nor any monetary commitment to exemplify what can be done per current legislation within the custom space


The Client Experience

The testimonials provided may not be representative of the experience of other clients and are not indicative of future performance or success. Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate. CRN202602-5331401 

Then I will give you shepherds after My own heart,
who will feed you on knowledge and understanding
Jeremiah 3:15




1 Byram Brook Place Ste 101
Armonk, NY 10504

For inquiries, please briefly describe your needs in the contact form below. You can expect a SWG team-member to reach out in 24-48 hours.

Thanks for reaching out! We will be in touch shortly.

Areas of Expertise

  • Wealth Management

  • Portfolio Design

  • Seasoned Money Strategies

  • Premium Finance 

  • Estate Planning

  • Distribution Planning

  • Split-Funded Qualified Plans

  • Split-Funded Combination Plans

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