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About Our Firm

Devereaux Wealth Management, Inc. is a firm dedicated to serving the retirement needs of small business owners and individuals seeking financial freedom and independence. 

We enjoy working with people who...

  • value financial direction.
  • seek professional advice.
  • want accurate, timely information.
  • need strategies to fulfill their visions and life plan.

Our expertise includes...

  • planning for a financially successful retirement.
  • eliminating taxes on Social Security & other unnecessary taxes.
  • estate planning and asset protection.
  • asset protection for life's surprises and other unexpected situations.
  • investing assets for client goals of safety, income and preservation.

Our focus is to provide a strategy that lowers taxes, eliminates taxes on Social Security income when possible, avoids estate taxes and increases monthly income during retirement.

Devereaux Wealth Management, Inc. provides comprehensive financial services for small business owners and retirees, including investment management, annuity advice and estate planning.