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About

Our Values

At Shepard Schwartz & Harris, everything we do – from guiding clients through complex financial situations, to advising on routine business matters, to supporting the training and skill development of our professional staff – is focused on our core values, values which are shared by each member of our firm:

Ingenuity – We dedicate ourselves to delivering exceptional service to our clients and each other.  Service that is based on anticipating client needs to the extent possible, providing solutions that are resourceful and creative when appropriate, and looking for opportunities to help our clients connect to resources that could benefit them.

Integrity – We care deeply about our clients and co-workers and sustain relationships based on truth, understanding and respect.  Our steadfast adherence to strict moral or ethical conduct serves as the foundation of the value and goodwill we provide our clients.

Reliability – We demonstrate our passion to work side-by-side with our clients and their professionals (including legal counsel and financial advisers) and co-workers and implement collaborative solutions and continuity of service.  We are receptive and responsive to our clients and co-worker requests for information and educational opportunities to advance knowledge and best practices.

These values guide us in what we do everyday and motivate us to go beyond what is expected by our clients and each other.