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5301 Fountains Drive South,, Lake Worth, FL 33467

561.544.7412
jamesbarr@reservewealthmanagement.com
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INDEPENDENT

CLIENT FOCUSED

WEALTH MANAGEMENT ADVISOR




Welcome to Reserve Wealth Management

Reserve Wealth Management, LLC was founded with the goal of assisting its clients in every aspect of their financial lives. We strive to provide the highest level of personal service, and seek to earn a reputation for excellence in our community. Our goal is to WOW our clients every day, helping  them pursue financial confidence and independence.

The Advisors at Reserve Wealth Management, LLC, are affiliates of LPL Financial, America's largest independent broker/dealer* 

Learn how Reserve Wealth Management can help your family and business work toward financial success.

*As reported by Financial Planning magazine, 1996-2025, based on total revenue.

Our Services

Reserve Wealth Management provides you access to a broad base of financial products and services. We design investment strategies and perform customized financial planning to pursue your personal and business needs.

What is Financial Planning and How Do I Get Started?

Discover Financial Planning

Discover Financial Planning

We’ll work with you to explore your goals and dreams and determine  which strategies are appropriate. Our entire team works together, hand-in-hand, striving to act in your best interest.  It is our Comprehensive Financial Planning that distinguishes us by taking into account  your complete financial picture.

  Investments

  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETF’s)
  • Managed Money Accounts
  • Brokerage Accounts
  • Traditional & Roth IRA’s 
  • Annuities
  • Retirement Plans

  Planning

  • Retirement Planning
  • Cash Management
  • Budgeting
  • Debt Reduction
  • Social Security Strategies
  • Intergenerational Planning
  • Tax Reduction Strategies
  • Estate Planning Strategies

  Insurance

  • Life Insurance
  • Disability Income Protection
  • Long Term Care Protection
  • Insurance Review
  • Risk Management
Watch the Video

Women

You control over 50% of all the country’s wealth and start 70% of all businesses.

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Retirement Planning

You have worked long and hard and now want to retire. But, retirement is not what your parents or grandparents experienced.

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Small Business

You have put your heart and soul into having your own business. You want to make sure you have done all the right things to protect your dream and eventually benefit from your Success.

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Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
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Inflation & Retirement

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.
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Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
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James Barr

James Barr, CRPC®

Managing Director

561-544-7412

561-431-0124

JamesBarr@ReserveWealthManagement.com

James Barr has over 40 years of financial experience having run large financial and non-financial companies. Additionally, James is a Chartered Retirement Planning Counselor® . Among his accomplishments, Jim is a past Advisory

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Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."
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