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

Simplifying Wealth Management for Advisors & Clients. 40M+ client interactions delivered. | Founder Blueleaf | Host of The Augmented Advisor 🎙️

I love to help financial advisors who love their clients and put them first. 

But there's more to it.

The longer story ...

When I was little I wanted to know everything.

Literally.

→ And I'm further away now than I was then.
→ I called it knowing the mind of god.
→ What can I say, I was a weird kid.

I knew it wasn't possible but I did everything and anything to learn.

→ Was an engineering student who took dance classes.
→ Worked as a financial advisor and owned restaurants.
→ Completed $billions in transactions as an Investment Banker.

And I built 5 startups.

→ All that learning and diverse experience taught me
→ Communication and engaging others 
→ Is at the heart of everything.

Especially financial advice. Then 2008 hit and I put it all together to help financial advisors.

My company is called Blueleaf Wealth.

Since then:
→ Worked with 1,000s of advisors
→ Supported 100,000s of their clients
→ Deliver 1,000,000s of messages to clients
→ Created 10,000,000s of client engagements for advisory firms

→ We took communication and engagement 
→ And built it as the foundation of our 
→ Wealth management platform.

Reporting | Billing
Rebalancing | Practice Management
And the most engaging client experience available

All of it helps wealth managers automate and communicate.

If I can help you ...

WORK WITH MY COMPANY ↓
Visit our website: www.blueleaf.com

or drop me a DM

John Prendergast

6 mo. ago "We're building our own CRM." $11B RIA CTO
We just reconnected... Wow. Just wow.

Working prototype in weeks. Custom fields. Automated workflows.
"This is going to save us $200K a year."

Leadership was electric. The team was all in.
Version one? Magic.

5 advisors testing, loved it.

Then they tried to build the production version.

They updated password reset. Broke login entirely. 
Nobody could log in for a day.

They added access controls. 
One advisor got locked out of their own book. 
Another could see accounts that weren't hers.

They Loaded their full client data. 
System slowed to a crawl. Barely usable.

Every fix created two new problems.

Three months in, the CTO I'd talked to was barely sleeping.
That's when he called a consultant.

The consultant's estimate to fix it?
$200K. Just to start.

The same $200K they thought they were saving.

"We didn't build a product," he told me. "We built a liability."

They went from prototyping to building. Then from building to firefighting. 

Then from firefighting to shopping for vendors again.

I've watched this play out four times in the 6 months.

Here's what gets me. This CTO had built software before. Talented team. Sharp leadership. These aren't people who make dumb decisions.

But AI and the pundits who have never built real software make the first 20% feel so easy that even experienced technologists misjudge the other 80%.

The prototype is never the product.

Your advantage doesn't come from owning a codebase.
It comes from how well you serve clients.

What mirages have you found in all the AI washing out there?

PS "𝗔𝗹𝗹 𝘁𝗵𝗮𝘁 𝗴𝗹𝗶𝘁𝘁𝗲𝗿𝘀 𝗶𝘀 𝗻𝗼𝘁 𝗴𝗼𝗹𝗱." 
-Shakespeare, The Merchant of Venice

CEO Blueleaf Wealth - Tech & Services for Advisors. | Host of The Augmented Advisor 🎙️| Blueleaf delivers wealth managers an all-in-one platform with an exceptional experience at an exceptional value.

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