Professionals
"I was introduced to Shepard Schwartz & Harris by my father when I was 14 years old. Since that time and spanning several decades, my family – which includes my adult children and my brother - have come to rely on the firm for its practical advice and personal attention."
High Net Worth Individuals & Executives
High income earners and high wealth individuals have different planning needs requiring expertise in many areas related to financial planning and taxation. With a Certified Specialist in Estate Planning and a CERTIFIED FINANCIAL PLANNER™ professional on staff, we are equipped to address all your planning needs including:
- Executive compensation taxation analysis
- Stock option planning
- Retirement funding review
- Deferred compensation plan development
- Pre and post marital status issues
- Comprehensive financial planning