About

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Invest. Grow. Prosper.

 

At Shoop Wealth Management, we want to help you have the means to enjoy your life today and to provide for those you care about now and in the future. Our advisors take the time to understand what matters most to you—and then we work closely with you to create a comprehensive strategy for achieving your goals.

 

Events

There are currently no planned events at this time. 

Please be sure to revisit this page for the latest upcoming events.

MEET YOUR TEAM

Our Team

Ryan Shoop, Ross Spino, Michael Suhay

Ryan Shoop

Ryan Shoop, President & Senior Financial Advisor

Putting relationships first, Ryan specializes in personalized financial planning for individuals and families, as well as creating high-performance 401k plans for businesses, which include on-site educational programs for employees. He has more than 10 years of industry experience and expertise and holds both Series 7 and 63 certifications. Ryan personally serves—and visits—his clients in nearly 20 states. He is passionate about making that one-to-one connection as he helps clients navigate the challenges of managing day-to-day market activity – whether he’s working on a customized investment plan for a newly married couple or managing money for a foundation or trust.

Check the background of this investment professional on FINRA's BrokerCheck.

Michael Suhay

Michael Suhay, Senior VP Investment Management

With more than 12 years of industry experience to his credit, Michael specializes in equities and options, as well as portfolio management and asset allocation. He finds there is no greater satisfaction than providing his clients—which span 25 states—with sound financial advice and guidance that help them grow their money. A seasoned investment expert, Michael holds Series 4, 7, 24, 53, 63 and 65 certifications, in addition to his insurance license. He sits on the executive management staff of Westminster Financial Advisory; and is also a member of the firm’s Investment Policy Committee, and a Lead Portfolio Manager.

Check the background of this investment professional on FINRA's BrokerCheck.

WHAT YOU SHOULD EXPECT

If there’s one thing we hear time and again from our clients, it’s that they appreciate the personal attention they receive from their Shoop Wealth Management advisory team. We prefer face-to-face meetings rather than emails. And when our clients call our office, they speak with us directly.

 

Ours is a firm built not only on growing our clients’ portfolios, but on establishing relationships. You can expect quarterly meetings at your home or office, regardless of where you live. And you can be sure that when there is a change or opportunity with your investments, we’ll pick up the phone and talk you through it. We make investing with Shoop convenient, while also creating a comfort level that, we believe, you ought to have with your financial advisor whether you’re managing your family’s assets or corporate affairs.

INVESTMENT APPROACH AND BELIEFS

To secure your financial future, you need a trusted advisor—one who manages the day-to-day index while looking ahead to anticipate changes in the market. Shoop has that expertise and insight as well as a firm understanding of the broader trends and dynamics that impact an investment. And we put that to work for you every day.

 

While we take a full-service approach to investments that include mutual funds, annuities and other products, we lean toward individual equities and ETFs as the best way to manage our clients’ portfolios for three reasons:

EXCEPTIONAL PERFORMANCE

TOTAL TRANSPARENCY

LOW-COST ALTERNATIVE FOR OUR CLIENTS

 


IT'S AN APPROACH THAT HAS PROVEN INCREDIBLY EFFECTIVE FOR OUR CLIENTS. Learn more about how we can design and implement a personal investment plan for you.