Deupree James Wealth Management

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Deupree James Wealth Management Wealth management designed around the life you envision. Market commentary or content is for informational purposes only.

Personalized investment management, retirement and financial planning for individuals, families and businesses in Shreveport and Northwest Louisiana. Please contact your financial advisor for advice about your specific situation. Past performance is not indicative of future results and investing involves risk and possible loss of principal capital. Advisory services offered through NewEdge Advisors LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as Deupree James Wealth Management, LLC and its representatives are properly licensed or exempt from licensure and no advice may be rendered by NewEdge Advisors, LLC dba Deupree James Wealth Management, LLC unless a client service agreement is in place. Third party content does not reflect the views of NewEdge Advisors, LLC and has not been reviewed by either entity for accuracy or completeness.

The first index fund launched in 1976. Fifty years later, most advisors still treat still treat it as the only option. W...
09/27/2026

The first index fund launched in 1976. Fifty years later, most advisors still treat still treat it as the only option. We think it's time for something better.
October 15th: our first new strategy in over a decade. 180 seats.
Link in bio.

We're excited to share some good news: Heather Ryan has joined the team at Deupree James Wealth Management.Here's why we...
09/12/2026

We're excited to share some good news: Heather Ryan has joined the team at Deupree James Wealth Management.
Here's why we think you'll love having her on your side.
After her parents' divorce, Heather watched her mom face a mountain of financial decisions alone — decisions no one had prepared her for, at the worst possible time to be learning them. That experience shaped the advisor Heather became.
For more than 10 years, Heather has combined a natural love of numbers with a deep belief that no client should have to navigate big financial transitions by themselves. As a Chartered Retirement Planning Counselor™ (CRPC®), she brings the technical expertise to build a sound plan — but it's her instinct for what her mom needed all those years ago that shapes how she actually shows up for clients: patient, clear, and fully in their corner.
Heather has built her career around that instinct — in client service, project management, and business development — always with the same goal: making sure people aren't left to figure it out on their own.
Outside the office, she's a wife to Stoney and mom to Cullen and Finley, usually found outdoors or on a yoga mat.
We're grateful for the trust you place in us, and we're confident Heather will be a wonderful addition to the team supporting you. Please join us in welcoming her.
If you have any questions, don't hesitate to reach out to our office.

07/24/2026

You’ve worked hard to build real wealth. Our straightforward tax-planning framework helps uncover legal deductions and credits so more of your money stays working for you.

www.deupreejames.com

*Tax Disclosure : Deupree James Wealth Management does not provide tax or legal advice. Therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.
Roth Disclosure: If converting a Traditional IRA to a Roth IRA, you will owe ordinary income taxes on any previously deducted Traditional IRA contributions and on all earnings. A conversion may place you in a higher tax bracket than you are in now. Because Roth IRA conversions may not be appropriate for all investors and individual situations vary, we suggest that you discuss tax issues with a qualified tax advisor.*

07/22/2026

Are you paying too much in taxes?
Find out how QCD’s might help!

Our short video explains Qualified Charitable Distributions — who qualifies, the tax benefit, and how they fit into retirement giving. Watch now from Deupree James Wealth Management and message us with questions.

www.deupreejames.com

*Tax Disclosure : Deupree James Wealth Management does not provide tax or legaladvice.
Therefore, it is important to coordinate
with your tax or legal advisor regarding your specific situation.
Roth Disclosure: If converting a Traditional IRA to a
Roth IRA, you will owe ordinary income taxes on any previously deducted Traditional IRA contributions and on all earnings.
A conversion may place you in a higher tax bracket than you are in now.
Because Roth IRA conversions may not be appropriate for all investors and individual situations vary, we suggest that you discuss tax issues with a qualified tax advisor.

Retirement planning involves more than choosing a date to stop working. From income needs to major financial decisions a...
07/21/2026

Retirement planning involves more than choosing a date to stop working. From income needs to major financial decisions along the way,.
Having a thoughtful plan in place can help bring greater clarity and confidence to the road ahead.

www.deupreejames.com

*Tax Disclosure : Deupree James Wealth Management does not provide tax or legal advice. Therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.
Roth Disclosure: If converting a Traditional IRA to a Roth IRA, you will owe ordinary income taxes on any previously deducted Traditional IRA contributions and on all earnings. A conversion may place you in a higher tax bracket than you are in now. Because Roth IRA conversions may not be appropriate for all investors and individual situations vary, we suggest that you discuss tax issues with a qualified tax advisor.*

07/20/2026

The Tax Deferral Trap: Why Annuities May Cost You More

www.deupreejames.com

*Tax Disclosure : Deupree James Wealth Management does not provide tax or legal advice. Therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.
Roth Disclosure: If converting a Traditional IRA to a Roth IRA, you will owe ordinary income taxes on any previously deducted Traditional IRA contributions and on all earnings. A conversion may place you in a higher tax bracket than you are in now. Because Roth IRA conversions may not be appropriate for all investors and individual situations vary, we suggest that you discuss tax issues with a qualified tax advisor.*

A strong financial plan should prepare not only for today, but also for the future. Long-term care planning can help cre...
07/13/2026

A strong financial plan should prepare not only for today, but also for the future. Long-term care planning can help create a strategy for possible healthcare-related expenses later in life and provide more peace of mind for you and your family.

www.deupreejames.com

*Tax Disclosure : Deupree James Wealth Management does not provide tax or legal advice. Therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.
Roth Disclosure: If converting a Traditional IRA to a Roth IRA, you will owe ordinary income taxes on any previously deducted Traditional IRA contributions and on all earnings. A conversion may place you in a higher tax bracket than you are in now. Because Roth IRA conversions may not be appropriate for all investors and individual situations vary, we suggest that you discuss tax issues with a qualified tax advisor.*

06/24/2026

Build a Portfolio That's Anything But Average!

Watch now from Deupree James Wealth Management and message us with questions.

www.deupreejames.com

*Tax Disclosure : Deupree James Wealth Management does not provide tax or legal advice. Therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.
Roth Disclosure: If converting a Traditional IRA to a Roth IRA, you will owe ordinary income taxes on any previously deducted Traditional IRA contributions and on all earnings. A conversion may place you in a higher tax bracket than you are in now. Because Roth IRA conversions may not be appropriate for all investors and individual situations vary, we suggest that you discuss tax issues with a qualified tax advisor.*

Retirement planning should help protect what you’ve built.Our tailored tax-planning strategies are designed to help redu...
06/16/2026

Retirement planning should help protect what you’ve built.

Our tailored tax-planning strategies are designed to help reduce hidden traps and keep more of your money available for the life you’ve earned.

At Deupree James Wealth Management, we help clients think through financial strategies that may support tax efficiency over time, including options like Roth conversions when appropriate.

Visit deupreejames.com or call 318-562-1030 to learn more.

Tax Disclosure: Deupree James Wealth Management does not provide tax or legal advice. Coordinate with your tax or legal advisor regarding your specific situation. Roth Disclosure: Converting a Traditional IRA to a Roth, and all earnings, may place you in a higher tax bracket and may not be appropriate for all investors. Discuss tax issues with a qualified tax advisor. Advisory services offered through NewEdge Advisors, LLC, a registered investment advisor. See less

TAXES MAY BE INEVITABLE, BUT UNCERTAINTY DOESN’T HAVE TO BE. OUR PLANNING PROCESS DELIVERS CLEAR, TAX‑AWARE STRATEGIES T...
06/12/2026

TAXES MAY BE INEVITABLE, BUT UNCERTAINTY DOESN’T HAVE TO BE. OUR PLANNING PROCESS DELIVERS CLEAR, TAX‑AWARE STRATEGIES TAILORED TO YOUR GOALS — SO YOU CAN PLAN WITH CONFIDENCE.

Visit deupreejames.com or call 318-562-1030 to learn more.

Tax Disclosure: Deupree James Wealth Management does not provide tax or legal advice. Coordinate with your tax or legal advisor regarding your specific situation. Roth Disclosure: Converting a Traditional IRA to a Roth, and all earnings, may place you in a higher tax bracket and may not be appropriate for all investors. Discuss tax issues with a qualified tax advisor. Advisory services offered through NewEdge Advisors, LLC, a registered investment advisor.

Address

5925 Line Avenue, Suite 5
Shreveport, LA
71106

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13185621030

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