Shooter Financial is built around solving problems and challenges for our clients. We focus on building a relationship that you can trust, with a dynamic team to advise you, using an integrated approach to your wealth management.

A relationship that you can trust.
At Shooter Financial, our goal is to develop a lasting relationship that you can trust.  We start by listening to you carefully, analyzing thoughtfully, and then creating a wealth management team and strategy that reflects the many facets of your personal and financial lives.

A dynamic team to advise you.
You want an advisory team as dynamic as you are.  At Shooter Financial, your advisory team is led by a Private Client Advisor and may be comprised of a investment portfolio manager, wealth manager and other advisors for credit, estate planning and philanthropy.  Supporting them is a broad range of technical specialists from multiple disciplines.  Your team works together to ensure that your wealth management strategy is consistent with your needs and goals.

An integrated Approach
Your Shooter Financial team will work hand in hand with your own attorneys, accountants and outside advisors. Together, they work to anticipate how your needs will evolve due to changes in financial markets, legal and regulatory shifts, and family life and professional life changes.  This integrated approach will ensure the appropriate strategy to manage your wealth.