Meet the financial advisors that look you in the eye.
You have a vision for your future and priorities that influence the way you live your life and run your business. To meet your financial goals, you need more than a financial advisor who can provide balanced, strategic guidance—you need a financial advisor who truly understands you.
Relationships are everything to us.
At Shoop Wealth Management, our advisors sit across the table from you. We get to know who you are and what drives your decision making. We prefer face-to-face meetings over e-mails. We personally return every phone call, regardless of your assets or net worth.
It’s that direct, hands-on and highly personal approach that defines who we are.
401(K)
Plan Design, Implementation, and Employee Education
Provide premium retirement benefits expertly tailored for your employees, helping to incent and attract talent, while maximizing tax benefits and maintaining compliance. Our financial advisors try to make it easier for you, treating your company like it’s our own. The result: long-term savings opportunities—and exceptional experiences—for your valued employees.
Cookie-cutter doesn’t cut it.
Financial strategies custom-built for you and your business.
Two things we know to be absolutes in this industry: Financial markets tend to move fast, and generally speaking, no two investment portfolios should look the same. Work with our financial advisors and we’ll help you pursue your own path to financial security.
401(K) PLAN DESIGN, IMPLEMENTATION, AND EMPLOYEE EDUCATION
Provide premium retirement benefits expertly tailored for your employees—incent and attract talent, maximize tax benefits, maintain compliance.
FULL-SERVICE INVESTMENTS + FINANCIAL PLANNING
Our goals-driven investment strategy is centered around you: We help you understand your options, explaining in real talk how you can best maximize your current and long-term investment opportunities to grow your portfolio, your way.
WHAT DOES YOUR NEXT CHAPTER LOOK LIKE?
You know what financial security looks like for you—and we share your vision. It guides us in helping you plan for life events, prioritizing funding for the things that mean the most to you, while keeping an eye on long-term security.
TRUSTED FINANCIAL GUIDANCE FOR YOUR BUSINESS
Whether you’re an entrepreneur with significant equity wrapped up in your company or an owner preparing your exit strategy, we can help you prepare a holistic plan designed to work to your financial advantage now and down the road. We’re here for you.
PRAGMATIC SOLUTIONS FOR HIGH-NET WORTH INDIVIDUALS
Our financial advisors help you do more than manage your accumulated wealth—we help prepare and position you to leave your legacy, with a personalized plan that encompasses the people, organizations, and institutions that are most important to you.