ABOUT DEUPREE JAMES

Financial advice built around people—not products.

Deupree James Wealth Management was created with a simple idea:

Clients deserve thoughtful financial advice from people who know them.

Our founders, Scott Deupree and Ben James, built the firm after decades in the financial-services industry because they wanted to create an independent environment where they could provide clients with a broader range of financial advice and solutions.

Today, that philosophy remains at the center of how we work.

Independent by design.

Being independent means we can focus our conversations where they belong:

On you.

• Your goals 
• Your family
• Your priorities
• Your financial decisions
• Your definition of success

We aren't interested in putting everyone into the same portfolio or the same financial plan.

Advice that looks at the whole picture.

Investment management is an important part of what we do—but it isn't the whole story.

We consider the connections between your investments, retirement, taxes, estate planning, charitable giving and the other financial decisions that shape your life.

A relationship, not a transaction.

We want to know our clients beyond their account statements.

We believe good advice begins with listening—and continues with staying involved.

As your circumstances change, your financial strategy may need to change, too.

We're here for the conversation.