The Shoup Group creates customized investment strategies for high-net-worth individuals, families and institutions throughout the country. Founded by Jeff Shoup, the team focuses on helping clients make informed decisions regarding their wealth, and charting a course of action that will help them mitigate risk, preserve and grow their wealth, and transfer funds in a tax-efficient manner from generation to generation.
We do not have the ability to control or change the direction of the market; however, we do have the ability to strategically navigate market fluctuations to help our clients stay on target with their financial goals and objectives. We have designed our investment practice at J.P. Morgan Wealth Management to introduce you to a disciplined process of investing. These concepts are neither new, nor complicated. Instead, we believe in combining simple, time-honored fundamental investment principles with a disciplined management approach to help build prosperity for our clients in a multitude of ways.