Investments

Shepherd Wealth Management, LLC. (referred to as “SWM”) is a Registered Investment Adviser offering advisory services in Ohio and in other jurisdictions where exempted.  The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, SWM disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. SWM does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall SWM be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if SWM or a SWM authorized representative has been advised of the possibility of such damages. In no event shall SWM have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. 

Website Content

Nothing presented on or through this website regarding SWM, its Investment Committee, or any of its investment solutions (“SWM Content”) is intended to be personalized investment, tax, legal, accounting, or any other professional advice. To the extent this website includes SWM Content related to investment, tax, legal, or accounting matters, such content is expressly for general information purposes and should not be relied upon for any decision-making. Investment, tax, legal, accounting and other professional advice is specific to each individual and entity, and you should consult with a professional advisor to receive personalized advice. Such SWM Content is made available solely for general information purposes, and SWM does not warrant the accuracy, completeness or usefulness of this content.

Nothing contained on this website regarding SWM Content should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. To the extent any security or other financial product or investment strategy is referenced or discussed on this website in conjunction with SWM, you should understand that past performance is no guarantee of future returns and that investing in any security or other financial product or investment strategy can result in the partial or complete loss of principal. Investing involves risk that you as an investor should be prepared to bear.

Any content on this website regarding SWM Content is provided on an “as is” and “as available” basis, without any warranties of any kind, either express or implied. SWM disclaims all warranties of any kind, whether express or implied, statutory or otherwise, including but not limited to any warranties of merchantability, non-infringement and fitness for a particular purpose. In no event will SWM, its affiliates or their licensors, employees, agents, officers or directors be liable for damages of any kind, under any legal theory, arising out of or in connection with any SWM Content, including any direct, indirect, special, incidental, consequential or punitive damages.

Registration Information

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Joshua Casey Garland has obtained his CFP® certification. For more information, please visit the CFP® Board’s website.

Shepherd Wealth Management, LLC. (referred to as “SWM”) is a registered investment adviser offering advisory services in the State of Kentucky and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by SWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

Follow-up or individualized responses to consumers in a particular state by SWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.