At Shope & Associates, we concentrate our efforts on meeting the complex needs of a select number of individuals, families and companies.  Because we intentionally limit the number of clients with whom we work, we are able to deliver an exceptional level of service and develop strong intimate relationships with the clients we serve.

Our Typical Client Profile

Shope & Associates provides a comprehensive suite of investment management and wealth planning services for many successful business owners, entrepreneurs, executives, divorced women and retirees. Often times, we are sought by individuals or families who are experiencing the emotional and financial impact of life transitions and asset transfers including the following areas of emphasis:

Life Transitions

• Individuals retiring or changing employment with IRA rollovers
• Individuals experiencing the death of a loved one
• Individuals inheriting wealth
• Corporate executives with significant stock options 
• Individuals selling a business

While life transitions inherently prompt action of some degree, there are also those who want to be ahead of the curve in their planning or do not feel they have the time to devote to their wealth and investment management any longer.  Sometimes an individual simply feels their level of wealth has exceeded their own level of experience and would enjoy the comfort of having someone on their team to advise.  The following are some other examples of individuals we work with:

• Individuals in certain industries:
  • Physicians and Surgeons
  • Pharmaceuticals Sales
  • Entrepreneurs
  • Police, Paramedics and Firemen

• Individuals who have issues such as:
  • Asset allocation issues based on the magnitude of their wealth, where they are in their lifecycle and the volatility of the market
  • Lack of diversification
  • Tax sensitivity
  • Lack of an overall investment advisor

Retirement Plans

• Employers who are interested in implementing a new retirement plan or evaluating their existing retirement plan options based on the following criteria:  Learn More
  • Cost
  • Performance
  • Service

Our team is qualified and experienced in handling the emotional, financial and relationship aspects of life transitions and wealth transfers.  Working with us, we'll help in aligning your values, vision and wealth.  We'll work with you to develop your holistic wealth plan so that you're equipped with the proper resources to address these transitions.  Get in touch with us and experience the difference!

Note:

*Asset allocation and diversification do not guarantee against loss or ensure a profit; they are methods used to help manage risk.