SHOPE & ASSOCIATES IS A WEALTH MANAGEMENT FIRM DEDICATED TO THE SUCCESS OF OUR CLIENTS.  IN TODAY'S COMPLEX ENVIRONMENT,  THEY HAVE RISEN TO THE TOP BY BRINGING PROFESSIONALISM, INTEGRITY, AND EXTENSIVE WEALTH MANAGEMENT KNOWLEDGE AND EXPERIENCE.  WHETHER FOR INDIVIDUALS, FAMILIES, FOUNDATIONS OR RETIREMENT PLANS, OUR TEAM DELIVERS PERSONALIZED INVESTMENT MANAGEMENT AND A FULL RANGE OF WEALTH MANAGEMENT SOLUTIONS. 

Addressing Your Planning Needs

We have found that financial issues act a lot like balancing scales.  Once you do something to one side it impacts or tips the other side.  For that reason, it's vital that we have a thorough understanding of our client's overall financial picture and their intentions.  This enables us to work with you on comprehensive wealth management issues and plan for the distribution of assets during life and at death in a tax efficient manner.  Along with a case team of CPA’s, EA's, a non-practicing attorney, insurance and investment professionals, we'll work with you to deliver the answers you're looking for to address your financial needs including:

Wealth Planning

In our most comprehensive and sought after service, our team works with you to design a plan that evaluates your current financial situation and directs you towards financial freedom. Through our unique approach involving The 13 Wealth Management Issues, we provide regular reviews and modifications, helping to ensure that your Wealth Plan is current and dynamic.  Learn More

Portfolio Management

We use third party research to provide a platform that's unbiased in the approach to money management.  We use a top down, qualitative and quantitative approach that utilizes criteria such as batting averages and tracking error to choose quality managers that are leading their sectors on an ongoing basis.  Learn More

Risk Management 

Our team of Insurance Professionals identifies risks which could tremendously impair your financial situation. We evaluate your life, long-term care, disability coverage and liability insurance.  Learn More

Estate Planning

We'll work with your own estate planning attorney or introduce you to one we are comfortable with to help you understand how your assets will be distributed under your current estate plan and existing tax law. We'll work with you and the attorney to establish a comprehensive estate plan that leaves little to chance.  Learn More

Tax Planning

Minimizing taxes is critical in helping our clients achieve their financial goals and objectives.  We'll work with you and your tax advisor to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.  Learn More