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We are honored to be named 2025 Forbes Best-In-State Wealth Management Teams! This achievement reflects our collective commitment to excellence, collaboration, and making a positive impact in the lives of our clients and community. Thank you for the trust you have placed in us. We look forward to continuing to raise the bar together! #TheRosenwaldTeam #PrivateWealth #WealthManagement #TeamWork

Do you know how to chose a wealth management partner? The only way to ensure that your investments are in good hands is to have a great team! At Sheppard, we make sure to hire only the best and we’re committed to challenging ourselves, to doing more and to being greater. We live and breathe what we do, we’re enthusiastic, and we take pride in doing our best at all times. Take a minute to get to know us! https://sheppard.tt/who-we-are/ #Insurance #Investments #EstateManagement #WealthManagement #RetirementPlanning #FinancialPlanning #FinancialFreedom #EmbraceTomorrow

Do you know how to chose a wealth management partner? The only way to ensure that your investments are in good hands is to have a great team! At Sheppard, we make sure to hire only the best and we’re committed to challenging ourselves, to doing more and to being greater. We live and breathe what we do, we’re enthusiastic, and we take pride in doing our best at all times. Take a minute to get to know us! https://sheppard.tt/who-we-are/ #Insurance #Investments #EstateManagement #WealthManagement #RetirementPlanning #FinancialPlanning #FinancialFreedom #EmbraceTomorrow