Executive Planning

shoop-executive-planning

A trusted financial partner is essential to smart, successful business operations.

At Shoop Wealth Management, we provide innovative, trusted executive financial planning and management that work for your business so you can concentrate on the work at hand – running a business. We provide corporate executives with sophisticated tax analysis, including exercising options, corporate stock sales and benefits program management.

 

We have extensive experience assisting executives with complex issues, providing them with creative solutions to attain their objectives and achieve results.

 

BENEFITS PROGRAM MANAGEMENT

CORPORATE STOCK SALES

DEFERRED COMPENSATION

EMPLOYEE STOCK PURCHASE PROGRAM

RSU'S

STOCK OPTIONS

WARRANTS