Certified Wealth Strategist® (CWS®) | Helping those 50+ learn how to retire confidently, reduce taxes, and generate consistent income to become financially independent.

If, after reading through the short description of who I typically serve and how I work, you find that we may work well together, feel free to contact me via phone or email for a complimentary, no-obligation initial consultation.

I have been fortunate to work with an outstanding group of committed clients for many years.  While each client holds their own values and visions unique to them, a few commonalities may help you determine if you would also benefit from my services.

- Most clients are either retired or within 10 years of retirement.

- My clients place a high value on financial planning and less emphasis on taking high risks trying to generate maximum return.

- My clients are long-term investors, comfortable with a custom asset management plan based on their risk tolerance, time horizon, goals, and income needs - not day-trading. 
 
- Most clients believe that their wealth is very important to them but no more important than family, faith, health, and community.

I am a Fee-Only financial advisor who takes great pride in acting on behalf of my clients. This means I have a responsibility to put my clients' interests well before my own in all recommendations.

At the core of our relationship is a custom financial plan geared toward life events such as retirement, wealth transfer, business succession, and asset protection.

Communication is key.  In addition to regular phone calls and emails, we will establish regular face-to-face meetings, typically 2-4 times per year.  Regular contact ensures a much higher probability of finding true meaning and success in your wealth.

If you have found you’d like to have a conversation about working together, I’d be happy to dedicate an hour to getting to know you better, discussing your intentions, and determining if I can provide value to you and your situation. 

To set up an initial meeting, contact me at pshope@shopeandassociates.com or by phone at (734) 479-1400.

Patrick Shope

I do LinkedIn Profile Optimization & Branding for Founder's & Creators + Carousels & Cheatsheets - For Better Leads Conversions

You find deals off-market (after a lot of hassle).

👋🏻 Now, you ask your family, friends, and old investors for capital.

You successfully raise a few thousand dollars... but the deal still isn't closed yet.

You need checks worth hundreds of thousands, maybe even millions, but your network is limited.

Here's where you get stuck.

But for one second, imagine this...

You have a list of high net worth individuals, family offices, and investors who trust you and know you well. You find a deal, share the deck with your email list, post it on LinkedIn where hundreds of HNWIs already follow you...

And the capital flows in.

How easily could you raise millions?

Yes, this is possible. A lot of RE firm founders are doing this right now. They're building personal brands, earning trust, and silently filling their investor pipeline.

If you're not doing this, you're missing out on something big.

Here's what we do for our RE clients to help them achieve that:

- Build a trusted LinkedIn profile that positions you as the obvious choice
- Develop a content strategy that speaks directly to accredited investors
- Create weekly LinkedIn content that attracts the right people
- Build and nurture an email list of qualified investors
- Run outbound campaigns to fill your CRM faster

Results in the last 365 days (as of Jan 1, 2025):

- 1+ million impressions
- 100+ inbound investor inquiries
- 350+ investor calls booked

If you're a founder of a real estate investment firm raising capital for deals or private equity funds...

We can help you attract investors through LinkedIn.

Book a call, and our team will work with you to achieve your capital raise goals.

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The Battle

Patrick Shope

Arpit Sharma

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