Deupree James Wealth Management

Our Mission

At Deupree James, our mission is to empower individuals and families to achieve financial clarity, build wealth, and secure their future. We believe that financial planning should be personalized, accessible, and proactive.

Who We Are

Founded by experienced financial advisors Scott L. Deupree and Ben James, Deupree James is a locally owned and independently operated wealth management firm in Shreveport, Louisiana. With over 30 years of combined experience at major financial institutions, we leverage our expertise to provide comprehensive and personalized financial guidance to clients.

Our Values

Our core values guide our actions and decision-making:

• Client-Focused: We prioritize your needs and goals, tailoring our strategies to your unique circumstances.
• Transparency: We believe in open communication and clear explanations, ensuring you understand every step of the process.
• Integrity: We uphold the highest ethical standards, prioritizing your best interests.
• Innovation: We stay updated on industry trends and utilize advanced technology to provide efficient and effective solutions.

Our Services

We offer a comprehensive suite of wealth management services, including:

• Financial Planning: Developing customized plans for retirement planning, estate planning, and investment goals.
• Investment Management: Building and monitoring diversified portfolios based on individual risk tolerance and financial goals.
• Retirement Planning: Maximizing retirement accounts and contributions to ensure a comfortable post-career life.
• Tax Optimization: Strategies to minimize taxes and maximize your financial potential.
• Estate Planning: Ensuring your financial assets are protected and distributed according to your wishes.

Our Approach

Our process is collaborative and personalized, involving:

1. Discovery: Understanding your individual needs, goals, and risk tolerance.

2. Assessment: Evaluating your current financial situation and identifying potential areas for improvement.

3. Planning: Developing a customized plan tailored to your unique circumstances.

4. Implementation: Executing the plan and regularly reviewing and adjusting it as needed.

Our Philosophy

We believe in empowering clients to make confident financial decisions and achieve greater financial security. We want to help you feel more confident about your financial future.