Founded in 2008, Deupree James Wealth Management is an independent firm based in Charlotte, North Carolina. As a Registered Investment Advisor (RIA), the company operates on a fee-only basis, acting as a fiduciary to its clients. Its mission is to be a trusted advisor by offering objective, customized financial planning and investment management services. The firm specializes in serving a select group of high-net-worth clients, helping them navigate complex financial matters to achieve their long-term goals.

Founded in

United States