Contactshepherdwealth2026-06-29T18:23:11+00:00

Contact Us
Shepherd Wealth

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

Looking to start the design process with Shepherd Wealth?
Download the two forms and email info@shepherdwealthgroup.com
as soon as possible. BOTH are required.

OUR ADDRESS
1 Byram Brook Place | Ste 101
Armonk, NY 10504

Census Intake

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Shepherd Wealth

Shepherd Wealth is an advanced planning firm with a tax efficient focus in all areas of expertise, not just by life but intergenerationally as well.

1 Byram Brook Place | Ste 101
Armonk, NY 10504

Our Expertise

SW Seasoned Money Strategies & Exits
SW Split Funded Defined Benefit Plans
SW Premium Finance
SW Estate Planning
SW Distribution Planning

SW Advanced Qualified Plan Design
SW Split-Funded Qualified Plans
SW Split-Funded Combination Plans
SW Wealth Management

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Shepherd Wealth is not a subsidiary or affiliate of MML Investors Services, LLC. or its affiliated companies. Supervisory Office: 220 Gibraltar Road, Suite 350, Horsham, PA 19044. (215) 441-8200

Neither MML Investors Services LLC, Shepherd Wealth nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own legal or tax counsel for advice on specific legal and tax matters.

Contact Us Shepherd Wealth

Looking to start the design process with Shepherd Wealth? Download the two forms and email info@shepherdwealthgroup.com as soon as possible. BOTH are required.

Contact Us
Shepherd Wealth

Looking to start the design process with Shepherd Wealth?
Download the two forms and email info@shepherdwealthgroup.com
as soon as possible. BOTH are required.