Money doesn't have to be confusing.
Feel confident about your future with our Smart ^er Planning Process.
A no-obligation conversation to learn more about your goals, and see if we’re the right fit.
LET US CRAFT YOUR
SMART ^ER PLAN
We’ll build your customized financial plan, and we’ll be there to help you stay on track.
WE MONITOR YOUR INVESTMENTS
We’ll monitor the risks in your portfolio and take action designed to protect your nest egg.
ABOUT YOUR FUTURE
Show your money who’s boss! Quit worrying about money and start accomplishing your goals.
What makes Deupree James Wealth Management the Smart ^er Choice?
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.
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.
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.
While Big Banks withdraw resources from our city and state, Deupree James is locally owned and committed to the Shreveport- Bossier community.
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.
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.