James Shoup
Stonebridge Wealth Management
920 Cassatt Road Suite 202
Berwyn, PA 19312
2153509240
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
CRD#
4925775
Firm CRD#
123913
States Licensed in
PA
Years of Experience in Financial Services
21
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
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
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 65, Series 7, Series 63
Compensation and Fees
Fee Structure
Fee-Based
Education
BS, Economics -
Villanova University
09/1993 -12/1996
BS, Economics -
Villanova University
09/1993 -12/1996
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1893716/rothira-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.