TAX STRATEGY
WEALTH MANAGEMENT
OUR SERVICE AREAS
GET AHEAD: 2025 TAXES
COMPLIMENTARY RETIREMENT FINANCIAL PLAN
WORKSHOPS
RETIREMENT CALCULATORS
U.S. DEBT CLOCK
BLOG
TELEVISION
COMPLIMENTARY BOOKS
EVENTS
MATTHEW JAMES APP
Your Goals = Our Solutions
Learn about our simple, yet strategic, approach and more about Matthew James Tax & Wealth Management.
RETIREMENT PLANNING
ESTATE PLANNING
LONG-TERM HEALTHCARE
RISK MANAGEMENT
ALL SERVICES
OUR SERVICE LOCATIONS
DEFERRING CAPITAL GAINS TAX
BUSINESS OWNER TAX STRATEGY
COMPLIMENTARY RETIREMENTFINANCIAL PLAN
SEND A MESSAGE
LAFAYETTE OFFICE
337-366-8366
1011 COOLIDGE BLVDLAFAYETTE, LA 70503
MAP
MONDAY – THURSDAY 8:30AM – 5:00PM
FRIDAY8:30AM – 12:00PM
Our office is conveniently located at 1011 Coolidge St, just minutes from the heart of Lafayette.Tap below for directions or to explore the area.
MATTHEW JAMESTAX & WEALTH MANAGEMENT
Elite insight for confident retirement and legacy decisions.