86
Growth Score
pts
Heat Score
85 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Shepherd Wealth Group provides advanced tax-efficient planning, qualified plan design, and wealth management services.
About the Company
Shepherd Wealth Group provides advanced planning services with a focus on tax efficiency across life and intergenerational strategies. The firm offers planning for seasoned money strategies and exits, premium finance, and estate planning. It designs advanced qualified plans, including split-funded qualified and combination plans, as well as split
funded defined benefit plans. Shepherd Wealth Group also provides distribution planning and wealth management services. Its services are intended for clients seeking structured, tax-focused financial and retirement planning solutions.
