A no-obligation conversation to learn more about your goals, and see if we're the right fit. We'll monitor the risks in your portfolio and take action designed to protect your nest egg. 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. Our clients love our central location. We are located in the heart of Shreveport with no confusing elevators or parking garages to navigate.
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. Our clients love our central location. We are located in the heart of Shreveport with no confusing elevators or parking garages to navigate.
Services
After working at Merrill Lynch for almost three decades, Scott and his partner, Ben James, decided to break off and form their very own privately-held and independent advisory firm to provide their clients with a broader range of financial advice and solutions. Scott serves as a portfolio manager, offering personalized and defined strategies to achieve your investment objectives.
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.
Our approach to planning and investing is grounded in an understanding of you. We take the time to get to know you - your kids' names, your work history and your unique 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.
We believe everyone deserves objective financial advice that has their best interests in mind. At Deupree James Wealth Management, we'll help make sure the steps and strategies we recommend allow you to explore new opportunities and build a strong foundation for your future - no matter what stage of life you're in.
Before we sign any papers, we'll hop on a quick phone call to see if we'd be a good fit. We'll discuss the high-level aspects of where you are and where you want to go financially. This is an in-person or virtual meeting to dive deeper into your financial situation. Here we'll discuss your goals and your family and learn more about what is important to you.
Reviews
Be the first to review Deupree James Wealth Management.
Write a Review
