Deupree James Wealth Management

Deupree James Wealth Management Our approach to planning and investing is grounded in an understanding of you. Market commentary or content is for informational purposes only.

We take the time to get to know you — your kids’ names, your work history and your unique definition of success. 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 adviso

r. 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.

06/08/2026

What is Tax Drag?

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.*

When tax rules feel like an obstacle course, the right strategy matters. We help minimize liability and maximize long-te...
05/29/2026

When tax rules feel like an obstacle course, the right strategy matters. We help minimize liability and maximize long-term opportunity with clear, thoughtful planning.

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.

Reactive filing often leads to unnecessary surprises. We use a simple three-step process designed to create proactive sa...
05/21/2026

Reactive filing often leads to unnecessary surprises. We use a simple three-step process designed to create proactive savings and greater peace of mind all year long.

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.

Tax planning is an important part of building a stronger financial future. The key is having a strategy that looks beyon...
05/18/2026

Tax planning is an important part of building a stronger financial future. The key is having a strategy that looks beyond today and considers how your income, investments, retirement accounts, and long-term goals work together.

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.

05/11/2026

Is your IRA or 401(k) larger than you expected?
Learn the hidden pitfalls before they cost you.

Our short video explains the risks of very large retirement accounts — required distributions, tax-bracket impacts, estate complications, and planning strategies to reduce surprises. 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.*

You’ve worked hard to build real wealth. Our straightforward tax-planning framework helps uncover legal deductions and c...
05/04/2026

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.

04/27/2026

Looking for a smarter way to give and plan for taxes?

Donor-advised funds can be a helpful strategy for charitable giving and potential tax savings, but it’s important to understand how they work and whether they fit your financial plan.

Watch Mark in this short video as he shares more about donor-advised funds and how they may play a role in your giving strategy.

To learn more, visit: https://deupreejames.com/

Advisory services offered through NewEdge Advisors, LLC, a registered investment advisor.

03/20/2026

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.

Celebrating Ben’s birthday today! We hope you had a great day and are very grateful for all you do for our clients and t...
07/14/2025

Celebrating Ben’s birthday today! We hope you had a great day and are very grateful for all you do for our clients and the team. Feel free to wish Ben a Happy Birthday below🎂🎉🎈🥳

Happy Birthday America!Our office will be closed in observance of July 4th. Hope everyone has a safe and fun holiday wee...
07/04/2025

Happy Birthday America!
Our office will be closed in observance of July 4th. Hope everyone has a safe and fun holiday weekend! 🗽❤️💙🤍

"Now the Lord is the Spirit, and where the Spirit of the Lord is, there is freedom."
~2 Corinthians 3:17
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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

Website

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