how we work
Our services are focused on you.
Imagine a retirement where every financial decision is made with confidence and clarity. At Schorpp Capital Management, we make this a reality for employees and retirees from Merck, Johnson & Johnson, and Bristol-Myers Squibb. Our story is rooted in a deep understanding of the unique challenges faced by those transitioning from a career in the pharmaceutical industry. We walk beside you, offering expert advice on Medicare, financial planning, and investment management, with a clear and stable approach.
Unbiased guidance
BESPOKE ADVISING
GENUINE support
who we serve
We specialize in helping employees of Bristol Myers Squibb, Johnson and Johnson, & Merck.
Additionally, if you are presently retired or nearing retirement give us a call.
ABOUT us
Our 'why' is important.
At Schorpp Capital Management, we focus on creating clear and personalized financial plans for pharmaceutical professionals. Our president, Doug Schorpp, AIF®, started his career on Wall Street and now focuses on helping pharmaceutical pros plan for retirement.
our process
Here's how we work.
Experience a personalized and clear approach to retirement planning, crafted specifically for pharmaceutical professionals. We focus on transparency and simplicity, guiding you with calm expertise at every step.
Learn
We start by engaging in a thorough conversation to gain a deep understanding of your financial situation and aspirations for retirement. This sets the stage for a tailored approach.
Strategize
Our team then crafts a bespoke plan, addressing crucial elements like Medicare and investments, all designed to enhance and secure your financial future.
Implement
We offer clear and insightful guidance, presenting complex options in an understandable way, ensuring you have the knowledge to make confident choices.
Adapt
As life unfolds and your needs shift, we adjust your plan, maintaining a proactive approach to keep your portfolio in line with your evolving goals.
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