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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 provide the highest level of personal service, and earn a reputation for excellence in our community. We  WOW our clients every day, helping  them pursue financial stability and independence.

The Advisors at Reserve Wealth Management, LLC, are affiliates of LPL Financial, America's largest independent broker/dealer* and a publicly traded and Fortune 500 company, comprising over 21,000 independent financial advisors and $1 Trillion in Advisory and Brokerage Assets, as of May 31, 2021.

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

*As reported by LPL Financial, Tracking # 1-05151518 

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?


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


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


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



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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James Barr, CRPC®

Managing Director



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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Investor Strategy and Business Development

The investor strategy group is focused on delivering timely perspectives to your advisor, that explore how the latest economic data, market trends, geopolitical events, and policy decisions are impacting investors and investments. In additi

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<strong>Discover Financial Planning</strong>

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.

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