Services We Provide

1. Investment Management – The prudent and intelligent investment of your hard earned assets is where our value as financial planners comes to light. The investment of your assets includes the proper asset allocation; along with selecting the right financial product to meet your goals. Another important aspect of managing your investments is reporting on the performance of your portfolio. We will review your portfolio quarterly to insure your portfolio is performing as expected.

2. Comprehensive Planning – We offer the following financial planning services to our clients:

Financial Planning is an overview and review of your complete financial picture. We assess all of your assets and liabilities. We then appraise where you are in correlation to your broad financial goals and make recommendations on how to achieve those goals.

Retirement Planning is an important part of every client’s financial landscape. The focal part of your retirement plan may be a 401k rollover. It is essential that we look at your retirement options in a realistic light and evaluate your goals. We will then structure a plan to insure that you meet your goals in the most conservative and efficient way.

Estate Planning can be a daunting task. Working with your attorney, if you would like, we will structure a financial plan that makes the most sense for your unique situation.

College Planning is on most parents mind. We will take the stress out of this important obligation and develop a plan suited to your individual needs. It is never too early to start and insure that you will have the proper funding for your children’s education.

3. Tax Preparation - An excellent accountant is essential to good financial health. Wayne Schorpp is a CPA and a managing partner in the accounting firm of Schorpp, Collier, and Berlin. Wayne can handle all of your tax issues in house.

4. Corporate Executive Services - This is an important function that we provide at Schorpp Capital Management. Our services in this area include stock options, restricted stock and other concentrated positions such as 401k’s that are heavily invested in company stock.