Shepherd Wealth Management 4+
CircleBlack, Inc.
Designed for iPad
-
- Free
Screenshots
Description
Shepherd Wealth Management is a distinguished financial institution that strives for excellence in delivering comprehensive financial solutions to a diverse clientele. We have been a beacon of trust and innovation, helping individuals, families, and businesses navigate the complex world of finance with confidence and clarity.
Our unwavering commitment to the financial well-being of our clients has made us a preferred partner in their journey towards financial success. At Shepherd Wealth Management, we understand that every financial situation is unique. That's why our team of seasoned experts takes a personalized approach to assess your goals and design tailor-made strategies to meet your specific needs.
Our range of services covers the entire financial spectrum. Whether you're looking to invest for the future, plan for retirement, protect your assets, or need tax planning we have the expertise and resources to guide you every step of the way. Our investment management team employs a data-driven approach, leveraging the latest technology and market insights to optimize returns and manage risk effectively.
At the core of our mission is an unwavering dedication to transparency, integrity, and the highest ethical standards. We prioritize the interests of our clients above all else, ensuring that their financial objectives are met while upholding the strictest industry standards.
Shepherd Wealth Management’s commitment extends beyond just financial services. We actively engage with our communities through philanthropic efforts, education, and outreach programs. We believe in giving back and nurturing the financial well-being of the broader society.
Our reputation as a trusted financial partner is built on the solid foundation of results. Our track record of consistent performance and satisfied clients speaks for itself. We're not just a financial firm; we're a trusted ally on your financial journey.
When you choose Shepherd Wealth Management, you're selecting a partner that is dedicated to your financial success. Join us in shaping a brighter, more secure financial future for you and your loved ones. Together, we'll chart a path to prosperity, one smart financial decision at a time.
App Privacy
The developer, CircleBlack, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- User Content
- Identifiers
- Other Data
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
-
Circleblack Inc. has identified itself as a trader for this app and confirmed that this product or service complies with European Union law.
- DUNS Number
- 070887812
- Address
- 353 Nassau St Princeton New Jersey 08540 United States
- Phone Number
- +1 7815304560
- help@circleblack.com
- Size
- 15.1 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 11.0 or later.
- iPad
- Requires iPadOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2014-2023 CircleBlack, Inc. All rights reserved.
- Price
- Free