Build your financial legacy.
You want to live your life with purpose, intent, and fulfillment. We can help you via proactive financial planning and strategic asset management to help ensure that you’re appropriately positioned to create long-term financial stability and pursue your wealth preservation goals.
We Understand You.
It all starts with looking at life through your lens.
At Shoop Wealth Management, we start by getting to know you- we want to know about your children, your parents, your passions, what keeps you awake at night. Where do you see yourself 10, 20, or 30 years from now? How do you hope to leave a lasting impact? Your financial plan and investment strategy emerges from all of these inherently personal and influential elements that are uniquely you.
Preserve and protect your holdings—and leave your mark.
We help you balance current investment suitability with your future needs and goals, creating an investment plan that goes to work for you.
Our Process
Experience asset management and financial planning that’s built for you.
At our core, we’re a customer service organization. We believe it’s what makes us different and what you’ll appreciate as we work together to create a holistic financial plan. Through conversations with you and understanding your goals and dreams, we can provide strategies for estate and legacy planning issues.
- Expect responsive, personalized attention as we sit side-by-side, building the financial plan that reflects your needs, hopes, and dreams.
- Enjoy complete transparency. Our goal is to help you arrive at appropriate investment options and tax-efficient strategies that address your targeted needs.
- Be confident that we process transactions quickly, efficiently, and with prompt reporting to keep you informed.
- Rely on ongoing communication as we track your goals and keep our finger on the pulse of your assets and investments based on market conditions, providing quarterly reviews, and regular checkups.
It’s our job to help you prepare for and manage anything that affects your financial life.
A few ways we can help guide you…
Retirement Strategies
Investment Planning
Risk Management Strategies
Neither Stifel nor its affiliates provide tax advice. You should consult with your tax advisor regarding your particular situation.