Shepherd Wealth Solutions, 15415 Greenwell Springs Rd, Greenwell Springs, LA 70739, US

HistoryWe believe a client's financial advice should be customized to take into account where they are now and where they want to be, in light of their unique circumstances and objectives. Now in our 9th year of advisory independence, we have been working with individuals and institutions to add value and increase their probability of success.SpecialtiesOur mission is to be an advocate for all of our clients' financial and estate planning needs. We help manage, organize, and simplify your financial affairs with an emphasis on risk management. We seek to maximize your resources to obtain sustainable results. We offer customized services that strive to guide clients on an optimal path for asset accumulation, preservation, and wealth succession. Our objective is to repeatedly earn your trust through clear and informative counsel that efficiently furthers clients' unique objectives.