Licensingshepherdwealth2024-12-02T16:15:30+00:00

Licensing

Life Insurance Licenses held in:
AL, CA, CT, DE, FL, GA, KS, LA, MA, MI, MO, NC, NE, NJ, NM, NY, OH, PA, RI, SC, SD, TN, TX, VA

Securities Registrations held in:
AL, AZ, CA, CT, FL, GA, LA, MA, NC, NJ, NY, PA, TX, WI

Joseph Gaglio Domiciled in NY, CA Insurance License No.1684515

Connor Chiulli Domiciled in CT, CA Insurance License No. 4421931

Connor Conforto Domiciled in CT, CA Insurance License No. 4364041

Shepherd Wealth Group

Shepherd Wealth Group 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

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

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

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Shepherd Wealth Group 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 Group 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.