Deupree James Wealth Management

EST. AUM
$100,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Baton Rouge
CRD Number
Website deupreejames.com
Client types

Overview

Investment Management: The firm offers a variety of approaches, from evidence-based investing to tax-efficient investments, depending on the client's interests and priorities. Retirement Planning: Whether clients are approaching retirement or already retired, the firm will guide them through the necessary decisions to work towards securing their future. Charitable Giving: Their philanthropic interests drive the firm to design and distribute charitable gifts that align with the causes and organizations most important to their clients. Tax Planning: Clients can minimize future costs, remain organized, and be well-prepared for filing season with tax planning services focused on simplifying their lives and future. Estate Planning: In addition to protecting a client's legacy, the firm helps facilitate family discussions so assets end up in the right hands after they are gone. Long-Term Care Planning: Clients can prepare for future costs with a clear-cut plan and strategy that will help accommodate any additional expenses past their current health needs.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Deupree James Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company