Wealth management

Shepherd Financial Partners’ primary focus is to be a steward for your financial well being. We act to preserve and then grow your wealth. We will design an asset allocation model based upon the level of risk appropriate to your stated needs and goals.

SHEPHERD FINANCIAL PARTNERS
1004 Main Street
Winchester, MA 01890

Phone: 781.756.1804
Fax: 781.729.4356
Email: mark.shepherd@shepherdfinancialpartners.com

Special Needs Financial Planning, a division of Shepherd Financial Partners