Shepherd Financial Partners
Your priorities are our focus. The valuable expertise, uncommon insight, and fiercely independent perspective we offer are personalized to help you pursue the goals that matter most to you.
Shepherd Financial Partners Wealth Management Your priorities are our focus. The valuable expertise, uncommon insight, and fiercely independent perspective we offer are personalized to help you pursue the goals that matter most to you. Together we construct your financial strategy defining your living plan. The Shepherd Living Plan is your personal and adaptive planning tool mapping out your financial and life goals. Our in-house investment management group builds your personalized portfolio. The experienced investment professionals at Shepherd Financial Partners offer a comprehensive set of portfolio management and wealth planning solutions for individuals, families, business owners, executives and foundations.
Address: 1004 Main Street Winchester, MA 01890, USA
Phone: +1 781 756 1804
FAX: +1 781 729 4356
