Shope & Associates
Financial Services - Trenton, MI, US
Shope & Associates Employees
Patrick Shope
CERTIFIED WEALTH STRATEGIST® | FEE-ONLY FINANCIAL ADVISOR | MANAGING PARTNER
Shope & Associates Details
Shope & Associates, LLC recognizes that every family's situation is unique. They have earned the respect of other professionals in addition to their clients by positioning themselves with steadfast resolve to serve as an advisor for select individuals and families. They create investment, financial, and estate planning strategies that work together to expand, manage and distribute wealth. Always focusing on concepts and strategies that are reflective of their client's values as well as their current situation, future, feelings, and family dynamics. Shope & Associates has an excellent reputation in the areas of portfolio management, designing tax and estate planning concepts and strategies to meet and exceed objectives, and providing implementation so that the family's goals are realized. Located in Ann Arbor, our centralized location allows us to work with our clients in a highly personalized and we believe unparalleled way.
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