Your trust matters to us. This page explains what information we collect, how we use it, and the choices you have. Last updated June 2026.
This is a template summary provided for the demo build and should be reviewed by Shope's compliance team and counsel before publication.
We collect information you provide directly. That includes your name, email, phone number, and any details you share when you contact us, request an introductory call, or subscribe to our newsletter. When you work with us as a client, we also collect the financial information needed to provide advisory services.
When you visit this website, we may automatically collect limited technical data (such as browser type and pages viewed) to help us understand and improve the experience.
We do not sell your personal information. We share it only as needed to deliver our services, for example with custodians, our broker-dealer, or service providers acting on our behalf, and as required by law or regulation. Any partners are expected to protect your information and use it only for the purposes we specify.
We maintain physical, electronic, and procedural safeguards designed to protect your personal information. Access is limited to those who need it to serve you.
You may opt out of marketing emails at any time using the unsubscribe link, or by contacting us. You may also request access to, or correction of, the personal information we hold about you.
Questions about this policy? Reach us at pshope@shopeandassociates.com, call (734) 479-1400, or write to 180 Little Lake Drive, Suite 2B, Ann Arbor, MI 48103.
For regulatory disclosures, review our BrokerCheck FINRA SIPC record and the SIGMA Client Relationship Summary.