Wealth management for the life you're actually planning for.
Investment management and financial planning designed to help you make confident decisions about retirement, taxes, family and your future.
Personal advice. Thoughtful planning. Real relationships.
You shouldn't have to navigate your most important financial decisions alone. We take the time to understand what matters to you—and build a strategy around it.
STEP 1:
SCHEDULE YOUR
FREE CONSULTATION
A no-obligation conversation to learn more about your goals, and see if we’re the right fit.
STEP 2:
LET US CRAFT YOUR
PERSONAL PLAN
We’ll build your customized financial plan, and we’ll be there to help you stay on track.
STEP 3:
WE MONITOR YOUR INVESTMENTS
We’ll monitor the risks in your portfolio and take action designed to protect your nest egg.
STEP 4:
FEEL CONFIDENT
ABOUT YOUR FUTURE
Show your money who’s boss! Quit worrying about money and start accomplishing your goals.
Meet the people behind your plan.
You're not handed off to a call center or a team you've never met. You'll know the people helping you make important financial decisions—and they'll know you.
Why Deupree James?
Better Service
We take the time to get to know you — the names of your kids, your pets and your definition of success. And we care enough to come to your home or office, day or night, to help keep you on track to meet your goals.
Custom Investments
From evidence-based strategies to tax-efficient investments, we offer a variety of approaches depending on your interests and priorities. No one-size-fits-all portfolios here.
Unfiltered Guidance
We work for you – not a bureaucracy. Our business is independent of a Big Bank because you deserve unfiltered advice. We don’t have sales quotas, just a conscience.
Convenient Location
Our clients love our central location. We are located in the heart of Shreveport with no confusing elevators or parking garages to navigate.
Local Ownership
While Big Banks withdraw resources from our city and state, Deupree James is locally owned and committed to the Shreveport-Bossier community.
Authentic Advisors
You deserve to know that your financial advisor has your best interests at heart. That’s why we have embraced our role as your fiduciary.
Independent Research
We want to help you make smarter financial decisions. That’s why we take the time to do our own in-house research and don’t rely on the “wisdom” of Wall Street.
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