VETTED

James Shoup

CFP^®

Tel: 215-350-9240 920 Cassatt Road Suite 202 Berwyn, PA 19312

Helping you retire comfortably and remain comfortably retired.

About James Shoup

James "Jamie" Shoup is a Wealth Advisor at Stonebridge Wealth Management in Berwyn, PA. With over two decades of experience in the financial services industry, Jamie specializes in providing goal-oriented investment management and comprehensive financial planning. Before joining Stonebridge, he held key roles at Great Valley Advisor Group, Prepared Retirement Institute, and Geneos Wealth Management. He spent over 11 years at Brinker Capital as an Internal Investment Consultant, where he developed a deep expertise in asset allocation and advisor support. Jamie is dedicated to a fiduciary standard of care, leveraging best-in-class technology to help clients navigate their unique financial journeys with a personalized, guided approach.

About Stonebridge Wealth Management

Stonebridge Wealth Management is a Berwyn-based wealth advisory firm specializing in comprehensive retirement income planning. We provide a select group of individuals and families with high-touch, personalized service focused on wealth preservation, risk management, and tax-efficient distribution strategies. As an affiliate of Great Valley Advisor Group, we combine the specialized attention of a boutique practice with the robust technology and institutional resources of a multi-billion dollar SEC-Registered Investment Adviser. Our philosophy is rooted in a disciplined, four-step wealth management processDiscover, Create, Implement, and Monitordesigned to align every financial decision with our clients' unique life goals and values.

See Disclosures

General Information

Firm Start Year:

2012

No. of Employees:

50-99 Employees

States Licensed in:

Communities served:

Berwyn, PA, Philadelphia, PA, West Chester, PA, Wayne, PA, Malvern, PA, Main Line, PA, Wilmington, DE, Cherry Hill, NJ

Number of Years with Current Firm:

Work Experience:

Prepared Retirement Institute, LLC: Investment Adviser Representative (2020 - 2025)

Geneos Wealth Management / Financial Strategies Advisory: Registered Rep/Investment Advisor (2018 - 2024)

Brinker Capital: Internal Investment Consultant (2006 - 2018)

Work with the following types of clients:

Individual Investors, Businesses

Advisory Services Provided:

Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting

Services

Investment Types:

Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks

I provide a free initial consultation:

Yes

Preferred meeting methods

Can meet clients in the following ways:

Email, Video Conference, Your Home, Our Office, Phone

Compensation and Fees

Fee Structure:

Fee-Based

Education

BS, Economics:

Villanova University

09/1993 - 12/1996

BS, Economics:

Villanova University

09/1993 - 12/1996

Portfolio Management

Utilizing a disciplined approach to asset allocation, I build portfolios tailored to each client's risk tolerance and long-term objectives. By leveraging advanced technology and a fiduciary standard, I focus on diversified strategies designed to capture growth while managing volatility.

Retirement Planning

I help clients transition from the accumulation phase to the distribution phase of their lives. My goal is to create sustainable income streams that provide confidence and security throughout retirement, ensuring that lifestyle goals are met without outliving assets.

Insurance Planning

I evaluate existing coverage and recommend life, long-term care, or disability insurance where gaps exist. As an independent agent, I source solutions that serve the client's best interest rather than a specific carrier.

Annuities

When appropriate for capital preservation or guaranteed income, I help clients evaluate various annuity structures. We focus on low-cost, transparent options that can act as a stable foundation for a broader retirement income plan.

Education Funding and Planning

I provide strategies to help families save for the rising costs of education. From 529 plans to other tax-advantaged vehicles, we determine the most efficient way to fund a child's or grandchild's future academic needs.

Wealth Management

This is a comprehensive, high-touch service that integrates investment management with total financial oversight. I work to align your financial decisions with your personal values, ensuring every dollar is working toward a specific purpose.

Risk Management

I identify potential "blind spots" in a financial plan, from market exposure to life and disability risks. By implementing strategic insurance solutions and defensive investment postures, we protect your family's legacy against the unexpected.

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1893716/wiseradvisor-stonebridge-wealth-management-detailed-disclosure.html

Disclaimer

Professionals associated with Stonebridge Wealth Management may either be (1) registered representatives with, and securities offered through LPL Financial, member FINRA & SIPC and offer investment advice through Great Valley Advisor Group, a registered investment advisor; or (2) solely investment advisor representatives of Great Valley Advisor Group, and not affiliated with LPL Financial.

21 Years of Experience

CRD# 4925775 Firm CRD# 123913SEC File# 801-71320Series: 65, 7, 63

Compliance

Registered Investment AdvisorYes

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Office Hours

Monday9:00 AM - 5:00 PM

Tuesday9:00 AM - 5:00 PM