Joseph Gaglio serves as the Founder and Managing Partner of Shepherd Wealth Group (SWG), where he leverages his extensive expertise in advanced planning and wealth management to deliver tailored financial solutions for self-employed individuals and high-net-worth clients. With a profound understanding of advanced qualified plan...
Joseph Gaglio serves as the Founder and Managing Partner of Shepherd Wealth Group (SWG), where he leverages his extensive expertise in advanced planning and wealth management to deliver tailored financial solutions for self-employed individuals and high-net-worth clients. With a profound understanding of advanced qualified plan design, Joseph specializes in creating innovative split-funded qualified plans and combination plans that optimize tax efficiency and enhance financial growth. His commitment to intergenerational wealth transfer is evident in his strategic approach to estate planning and distribution planning, ensuring that clients' legacies are preserved and their financial goals are met across generations.
At SWG, Joseph leads key projects that focus on premium financing and alternative income tax reduction strategies, empowering clients to navigate the complexities of tax structures while maximizing their investment potential. His proficiency in pension consulting and seasoned money strategies allows him to provide comprehensive portfolio development services that align with clients' unique financial objectives. Joseph's mantra, "Know something about everything...and everything about something," reflects his holistic approach to wealth management, where he combines broad industry knowledge with deep expertise in specific areas to create impactful financial strategies.
Under his leadership, Shepherd Wealth Group has established itself as a trusted partner for ultra-high-net-worth individuals, focusing on absolute returns and sustainable financial growth. Joseph's dedication to pushing boundaries is encapsulated in his belief that "going out and getting uncomfortable" is essential for personal and professional growth, a philosophy that resonates throughout his team's culture and client interactions. Through his innovative strategies and unwavering commitment to client success, Joseph Gaglio continues to redefine the landscape of advanced financial planning.
