At Deupree James Wealth Management, we’ll treat you the way we would want to be treated if we were clients.
Just because a plan is in place doesn’t mean everything will go exactly as expected. That’s why we continually monitor your progress towards your goals to make sure you stay on track. Each of our clients is given a customized service plan including service calls, portfolio reviews and email communications.
We built our business with your best interests in mind. As an independent advisory firm, we don’t have hidden fees or sales quotas. We personally invest in the same strategies we use for our clients. When you do well, we do well.
We believe we can’t give smarter financial advice unless we get smarter ourselves. That’s why our advisors hold not only the prestigious CFP® and CIMA® designations, but also a few obscure designations too! We’re prepared to handle both your investment and your planning needs.