Privacy Policy

Shepherd Wealth Management

At Shepherd Wealth Management, your privacy is not just a policy—it’s a priority. We are committed to protecting your personal and financial information with the highest standards of security, confidentiality, and integrity.

Information We Collect

To provide you with personalized and effective financial guidance, we collect non-public personal information including, but not limited to:

• Name, address, contact details

• Social Security number or other tax identifiers

• Financial account balances and transaction history

• Investment objectives and risk tolerance

• Income, assets, and liabilities

How We Use Your Information

We use the information we collect to:

• Design and manage your financial and investment strategies

• Fulfill regulatory and legal requirements

• Communicate important updates and service information

• Improve and tailor our services to better meet your goals

Information Sharing Policy

Shepherd Wealth Management does not sell or rent your personal information to anyone. We may share your information with trusted third parties only in the following cases:

• With your explicit consent

• With service providers who help us deliver our services (e.g., custodians, legal/tax professionals)

• When required by law, regulation, or legal process

All third-party providers are held to strict confidentiality standards.

Data Security

We maintain physical, electronic, and procedural safeguards that comply with industry standards to protect your personal information from unauthorized access, alteration, or disclosure.

Your Rights & Choices

You have the right to:

• Request access to the personal information we hold about you

• Update or correct your information

• Inquire about how your data is being used

• Opt out of certain communications

If you have any questions or would like to exercise your rights, please contact us directly.

Policy Updates

We may update this Privacy Statement as needed. When we do, we’ll notify you by email or through our website with the revised date.