Your Wealth. Your Future. Our Mission.
Your Wealth. Your Future. Our Mission.
At Sherpa Wealth Strategies, we see wealth not just as numbers on a balance sheet, but as the means to live a life of freedom, security and purpose. Whether you’re preparing to sell your business, mapping out retirement or navigating a major life change, we’re here to be your guide. With a process built on trust, transparency and decades of experience, we’ll help you chart the smartest path forward—one that protects your assets, honors your value and empowers your vision.
Why Clients Choose Sherpa Wealth Strategies
Why Clients Choose Sherpa Wealth Strategies
- Proven Experience: Decades of guiding high-net-worth individuals and families through every market cycle.
- Holistic Approach: Comprehensive planning that aligns every part of your financial life.
- Unwavering Advocacy: We put your interests first, always—free from the conflicts of commission-driven advice.
- Personalized Guidance: Tailored strategies for your specific challenges and opportunities.
What we do
We Focus On The Top Concerns Of Wealthy Clients
- Maintaining and enhancing your wealth
- Minimizing your income taxes
- Protecting your assets from being unjustly taken
- Transitioning your wealth – and values – to the next generation
- Maximizing your charitable impact
- Working with a coordinated team of experienced professionals
Your Next Step
Whether you’re preparing to sell your business, designing your ideal retirement, or navigating life after a major change, the right plan will give you more than peace of mind – it will give you freedom.
Let us be your guide. Schedule your exploratory call today and start your journey toward clarity, control and confidence in your financial future.
Who we are
Brian K. Stallcop, CFP®
When I was in junior high school, my mom sent me to the store to pick up some groceries. Instead of cash, she sent me with food stamps. This was before the days of the pre-loaded debit cards. I had to hand the cashier these white and brown coupons from the U.S. Department of Agriculture, and it was mortifying. We had our reasons – my parents had recently split up, my mom was going back to school and my dad was temporarily unemployed. But I promised myself that day that I would never be poor again.
I was poor, for a while, as a starving college student and as I started my career. But I was determined that my future would be bigger than my past. I became a student of wealth creation and started to apply the lessons to my own life. In my late thirties, when I was ready to change careers, it was only natural that I gravitated to financial planning.
Is your future bigger than your past? If so, you’re exactly the kind of person I love working with at Sherpa Wealth Strategies. I’ve always had a growth and abundance mindset, and I love helping people create a bigger future for themselves and their families.
That bigger future doesn’t happen by accident. I help people gain clarity on their goals and the values that drive them. As a CERTIFIED FINANCIAL PLANNER™ and financial wellness coach, I help people create their plan and stay on track over the years. It’s really rewarding!
Who we are
Brian K. Stallcop, CFP®
When I was in junior high school, my mom sent me to the store to pick up some groceries. Instead of cash, she sent me with food stamps. This was before the days of the pre-loaded debit cards. I had to hand the cashier these white and brown coupons from the U.S. Department of Agriculture, and it was mortifying. We had our reasons – my parents had recently split up, my mom was going back to school and my dad was temporarily unemployed. But I promised myself that day that I would never be poor again.
I was poor, for a while, as a starving college student and as I started my career. But I was determined that my future would be bigger than my past. I became a student of wealth creation and started to apply the lessons to my own life. In my late thirties, when I was ready to change careers, it was only natural that I gravitated to financial planning.
Is your future bigger than your past? If so, you’re exactly the kind of person I love working with at Sherpa Wealth Strategies. I’ve always had a growth and abundance mindset, and I love helping people create a bigger future for themselves and their families.
That bigger future doesn’t happen by accident. I help folks gain clarity on their goals and the values that drive them. As a CERTIFIED FINANCIAL PLANNER™ and financial wellness coach, I help people create their plan and stay on track over the years. It’s really rewarding!
Whom we serve
Pre-Retirees
You’ve invested years of effort, built wealth with intention and prepared for the future. Now, as retirement gets closer, the choices become more complicated—and making the right moves matters more than ever.
At Sherpa Wealth Strategies, we guide pre-retirees through this critical transition. We help fine-tune your savings, navigate competing financial demands, and design a plan that gives your money staying power. From deciding when to claim Social Security to structuring investments and planning for healthcare, we deliver strategies that replace uncertainty with clarity—so you can step into retirement with peace of mind.
Wealthy Retirees
You’ve put in the work, built your wealth and made smart choices along the way. Now it’s time to enjoy the rewards—without the burden of handling retirement decisions alone.
Our team supports affluent retirees in safeguarding their assets, creating reliable income and designing a legacy that reflects their values. From optimizing withdrawals to estate planning strategies, we make sure you feel steady and supported—so you can embrace this next season of life.
Business Owners
Building a business was never just about profits—it was about building something lasting. But without a strong exit plan, even thriving companies can lose value at the finish line.
We partner with business owners generating $1M+ in revenue to design exit strategies that maximize value and protect the legacy they’ve created. From valuations and succession planning to wealth transfer, we help you navigate the sale with confidence and capture the financial freedom you’ve earned.
Independent Women
Life takes turns we don’t always expect—divorce, the passing of a loved one, or career shifts can mean facing financial decisions on your own. But with the right guidance, you don’t have to go through it alone.
We specialize in helping women step into financial independence with thoughtful planning, compassionate support and proven strategies. Whether you’re redefining your future, rebuilding after change or reimagining your goals, we’ll walk beside you every step of the way. Empowerment starts here.
Building lifelong, transformational relationships since 2001
Our financial wellness coaching and wealth management will put you on a path toward addressing all of your financial goals so you can spend more time focusing on what’s important – living your best life, enjoying your friends and family, and making a difference for the people and causes you care about.
Learn from our advisors.