Create a confident financial future.
You know what financial security means to you—and we share your vision. It guides us in helping you plan for life events, securing and prioritizing funding for the things that mean the most to you, while keeping an eye on tax-advantaged savings and long-term security.
Let’s Start the Conversation
LAY THE FOUNDATION
with holistic financial planning
PROTECT & PASS ON
via insurance and trusts
PUT YOUR MONEY TO WORK
through smart, tax-efficient investments
You’ve been building wealth all your life—now what?
Identifying those critical next-steps is where Shoop Wealth Management can provide real value: pinpointing potential sources of income, understanding which converted assets can work well for you down the road, explaining the tax implications of those choices, your related exposure to risks, and more.
Neither Stifel nor its affiliates provide tax advice. You should consult with your tax advisor regarding your particular situation.