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 ManagementStonebridge 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 DisclosuresGeneral Information
Firm Start Year:
2012
No. of Employees:
50-99 Employees
States Licensed in:
PA
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:
1
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:
Businesses, Individual Investors
Advisory Services Provided:
Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management, 401K Rollovers, Retirement Planning
Services
Investment Types:
Annuities, Stocks, Bonds, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs)
I provide a free initial consultation:
Yes
Preferred meeting methods
Can meet clients in the following ways:
Our Office, Your Home, Video Conference, Phone, Email
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
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
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
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
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