Private Wealth Management
Elevating Expectations for Complete Wealth Care
Our wealth management strategies offer high-net-worth families a personalized approach with a team that takes ownership and personal care in finding solutions.
Managing significant wealth comes with a unique set of challenges and opportunities. At Shepherd Financial Partners, we understand the importance of personalized care and strategic planning to optimize your wealth. With over three decades of experience, our Shepherd Service Experience confirms that every aspect of your wealth strategy is aligned with your goals and values. Our private wealth management solutions are designed to exceed expectations, including specialized support in ownership structure consulting, family governance, and business financial planning, helping you address your most intricate needs with care and precision.
A Lasting Partnership
We deliver a multifamily office experience designed for high-net-worth families with advanced planning needs, including strategic tax planning and estate preservation. By offering a bespoke service with a consultative approach, we address complex scenarios with precision and flexibility. At Shepherd, we build long-lasting relationships through genuine care, personalized attention, and proactive support. Our commitment to understanding and addressing your evolving financial needs creates a foundation for an enduring partnership.
Discover the impact of experienced specialists managing your wealth.
Office Location
1004 Main Street
Winchester, MA 01890
Let's Talk
Phone: +1 (781) 756-1804
Fax: +1 (781) 729-4356
The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.
The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Please see Important Disclosure Information at https://www.shepherdfinancialpartners.com/important-disclosure-information/.
Financial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, Member FINRA/SIPC. Shepherd Financial Partners and LPL Financial are separate entities.
Additional information, including management fees and expenses, is provided on Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site, https://www.adviserinfo.sec.gov/Firm/169093.
Past performance is not a guarantee of future results. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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