Shuper Wealth Management

We are a comprehensive financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. Regardless of which planning you're interested in: business, retirement, estate, education, tax, investment or some other future financial goal, we offer extensive analysis to help better guide your decisions. 

We are and independent company. We enjoy receiving referrals and keeping our clients and prefer to manage assets ourselves as opposed to farm out to other money managers. This avails us the opportunity to get to more intimately know our clients, their family and best interests, and have some clients that are third generation.

Again, we do not provide cookie cutter strategies. We do not take you through questionnaires for scores that create an asset allocation. We actively manage your portfolio with you or with your consent after thorough discussions involving your financial objectives, risk tolerances and time horizons. If you're seeking professional and yet more personally acquainted guidance financially, give us a call or set up an appointment and get to know us a little better. 

Our firm has relationships with a variety of financial services companies, so if we don't have the product or service you desire or need, we will provide the relationship that does. We look forward to hearing from you.