Our passion to serve our clients each day stems from our core belief that there is more to financial success than simply just great investments.  It is through our own life experience and study of others that has lead us to realize, True Wealth is found when it is used to reflect the core of what our clients really want - sustain their dreams and create lasting footprints here on earth.

Aligning Your Values, Vision and Wealth

At Shope & Associates, we believe part of our role is helping you discover your greater meaning of wealth and then aligning your financial plan and investments to fulfill it.  In this way, you'll find we enjoy taking an active, almost professional coaching role in clarifying and defining your dreams and aspirations.  We know you've worked hard to accumulate what you have.  That's why we're elated when you discover the good it'll do for you.  So what are the components, you ask?  Well, simply put, it's your values, your vision and your wealth.  When seamlessly aligned, you too will find the meaning.  It goes far beyond simply investing and managing your money.  You'll find the meaning of True Wealth. 

We begin by guiding you through the process of discovering your values and aligning them with your vision and your wealth.  You'll find this journey helps give you tremendous confidence about your future. As we work together, our goal is to bring as much of ourselves to the table as we ask of our clients.  You'll see what drives us, what we're passionate about, the pride and joy we take in our work.  You'll discover how our success is found only in your success.  You see, we align our client's interest with our own.  This is part of our value proposition.  Our passion to serve our clients each day stems from the core belief that “financial success means more than just great investments.”  Our life experience and study of others has lead us to realize that financial success becomes true significance when wealth is used to sustain dreams and create lasting footprints here on earth.

As a byproduct of this core value – seeking to maximize choices and good from wealth – we are motivated each day to work with our clients to help them make a difference in a way that is meaningful to them. This noble work that facilitates your accomplishment is what gives meaning to our lives each and every day to do what we do.  It's what separates us from the crowd.  It's our cultural identity.

Our work is best done by delivering unobstructed independent advice on investment strategies and investment vehicles alike.  Another core value of ours is that investments should be chosen based upon their merits and the degree to which they are appropriate for your portfolio based upon your risk tolerance, time horizon and goals.  To ensure we are able to provide this high level of integrity with our recommendations, we maintain our independence.  We are not a firm who provides any proprietary products of our own.

Our thought leadership is what allows us to creatively and strategically design financial plans and investment recommendations to meet the needs of our clients.  At Shope & Associates, we listen to your values and your vision of what you want your wealth to do for you and your family.  Once we understand what's important to you, only then do we provide you with the advice and counsel of what may be most appropriate for your unique situation.

We always maintain fair and competitive pricing for the work we do. 

As an independent firm, we do not utilize or offer any proprietary products. We have access to numerous third-party money managers and other investment products.  Based on your individual needs we scour the universe of investment products with the intent to find what is most suitable for you and your needs.

Community. Two heads...or three...or four...maybe more...are better than one.  Our partnership with Sigma Planning Corporation allows us to share information and insights so we can deliver more fully-informed investment solutions to you and collaborate seamlessly with a case planning department.  In house CPA's, EA's, CFP's, insurance professionals and even a non-practicing attorney ensures we have some of the greatest minds and eyes on your case.  Relentlessly, we put our heads together to devise your financial plan.  The blueprint and suggestions to make your dreams come true.

Make no mistake, your vision is what provides the framework for your overall plan that we design. However, for many, defining and distilling their vision can feel daunting.  We know finding focus and clarity on your own can be difficult.  That's why with our assistance, this process can become more manageable, enjoyable, and very rewarding.  With a customized plan, catered to the reasons most important to you, you may be in a better position to put your wealth to work for its true purpose.  You'll be in control and have a clear understanding of how the pieces of your vision fit together in your plan.  We attempt to help you gain the clarity and confidence that can relieve worry and frustration.

While we absolutely find great pleasure and enjoyment in managing investment portfolios, your successful outcome is where our values and vision are realized.  Our vision is incomplete unless we're able to help our clients uncover their own vision and then provide them with fully-integrated, ongoing wealth management.  Oh yes.  Ongoing wealth management.  Our vision entails building a deep relationship with you, one that spans a lifetime.  You'll hear from us regularly, sometimes to just check in and at other time to perform a full review.  We aim to be the clear superior choice beyond simply investing your wealth.  We are a dedicated team that delivers comprehensive planning aligning your values, vision, and wealth.  It's what we value.  It's what we envisioned.

You may want to stop for a moment and ponder this question;  What is wealth?  Each person’s answer to that question is personal and unique.  As we've said, we believe wealth means so much more than just having amassed a collection of assets and investments. Money is but one currency that has value in our lives. For many, life’s true value is found in family, faith, health and career.

To enjoy these, we need the most valuable commodity of all – Time.  Each of us has a finite 168 hours each week to spend.  Are you spending your time where you want?  We’ll help you confirm your values and clarify your vision so you can manage the choices and impact your wealth provides.