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8440 W. Lake Mead Blvd Ste 100, Las Vegas, NV 89128

702-478-3001
jimmy.epley@jdswealthgroup.com
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Bringing Financial Clarity to the Prosperous 

Experienced Wealth Management Professionals Specializing in Tax Reduction.

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Your Integrated, Tax-Intelligent
Wealth Team

JD’s Tax-Smart Wealth Management is a financial planning, wealth management, and tax firm based in Las Vegas, NV, and serving clients across the country. Founded by tax professional and financial advisor Jimmy Epley, our firm emphasizes high-touch service with truly integrated, customized, tax-intelligent guidance, powered by our independence.

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Financial Planning Built
Around You

Our personalized independent approach to tax-integrated financial planning and wealth management starts with understanding your values and goals. We then craft a tailored plan that reflects your unique needs and adapts as life evolves, so you always know where you stand and what steps come next.

Comprehensive Wealth & Tax Services

From integrated tax and retirement planning to investment management and estate strategies, our services are designed to simplify your financial life and maximize what you keep.

Customized Services For Individuals And Families

Enjoy proactive guidance and personalized strategies to grow, protect, and enjoy your wealth—all designed to help you feel confident today and prepared for what’s ahead.

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Integrated Business Planning And Solutions

Align your business and personal financial goals with integrated planning, tax-smart strategies, and succession guidance to help your business and your family thrive now and in the future.

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Who We Serve

We offer personalized, tax-efficient strategies to optimize your wealth at every stage, with tailored planning and high-touch guidance for your future.

Individuals & Families

We help you grow and protect your wealth, balance today’s priorities, and confidently plan for future opportunities and goals.

Pre-Retirees

We guide pre-retirees in aligning income, taxes, and lifestyle needs, so you can transition smoothly and retire on your terms.

Retirees

We support retirees in creating reliable income streams, preserving assets, and enjoying their hard-earned wealth.

Business Owners & Entrepreneurs

We help you integrate your personal and business finances, optimize tax strategies, and build succession plans to support your goals.

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Let’s Build A Life & Retirement You’ll Love

Let’s Build A Life & Retirement You’ll Love

Get back to enjoying more with personalized guidance, proactive communication, and a tax-smart plan that supports your life now and in the years ahead.

Calculators

Take control of your finances with easy-to-use tools that help you plan smarter, from tax savings to retirement goals.



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Videos

Learn at your own pace with clear, approachable videos that simplify complex topics and empower you to take the next step.


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Articles

Stay informed with expert insights and practical tips designed to help you keep more of what you earn and make confident decisions.


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Resources To Expand Your Financial Knowledge

Explore articles, videos, and calculators built to help increase your financial acumen and confidence. From tax strategies to retirement and legacy planning, find clear insights you can use today and beyond.

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
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Reviewing Your Life Insurance Needs

Reviewing Your Life Insurance Needs

Learn how the review process works and how it may help you better understand your Life Insurance.
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Learn How to Stay Calm Amidst Market Volatility

In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.
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