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ELITE
WEALTH

Strategies for High-Income
Retirees & Business Owners

At Matthew James Tax & Wealth Management in Lafayette, Louisiana, we specialize in helping high-income retirees, business owners, and executives unlock true financial freedom. Through advanced tax strategies, asset protection, and personalized income planning, we design luxury retirement lifestyles—so you can live well today and leave a powerful legacy tomorrow.
Elite strategies.
Personal service.
Exceptional outcomes.

DREAM IT. PLAN IT. DO IT.

ELITE
WEALTH

Strategies for High-Income
Retirees & Business Owners

Exclusive frameworks.
Elevated service.
Exceptional outcomes.

Welcome to Matthew James Tax & Wealth Management, in Lafayette, Louisiana.
This is where wealth meets wisdom. Our signature strategies are built for those who’ve already achieved success—and are ready to protect, elevate, and create a lasting legacy. We offer advanced tax planning for high-net-worth individuals, comprehensive asset protection for business owners, and lifestyle-focused income strategies for affluent retirees seeking long-term financial security.

CHESSBOARD
OF
INVESTMENTS

High-Stakes Wealth Demands Strategic Precision
Your investment strategy should be as refined and intentional as your lifestyle. Our elite wealth advisors design diversified, tax-aware portfolios tailored to withstand market volatility and optimize long-term returns for affluent clients.

INNOVATION
IN
PRESERVATION

Modern Wealth Demands Adaptive Strategy
We guide elite clients in leveraging emerging markets, sustainable investing, and cutting-edge financial tools to protect and grow wealth. Stay ahead of the curve—and at the top of your game.

TAXATION:
THE SILENT
ADVERSARY

Preserve More. Pay Less.
Stay in Control.
Sophisticated wealth requires sophisticated tax strategy. Our advanced planning minimizes unnecessary tax exposure, protecting your assets and ensuring your wealth serves your family—not the IRS.

LEGACY
&
LUXURY

True Wealth Leaves a Mark Beyond Material
We help high-net-worth individuals craft multi-generational legacies—combining luxury living with smart estate planning. Because elite wealth isn’t just spent—it’s remembered.

PHILANTHROPY
AS STRATEGIC
ASSET

Give with Purpose.
Plan with Vision.
Charitable giving can elevate both your legacy and your financial strategy. We help high-income clients turn philanthropy into a tax-efficient tool that supports meaningful causes while enhancing estate and income planning.

PRIVACY
&
SECURITY

Discretion is the
Final Luxury
Elite wealth deserves elite protection. Our firm prioritizes data privacy, asset shielding, and discreet planning strategies that secure your financial life and your family's future against risk and exposure.

DISCRETION. STRATEGY. LEGACY.

We don’t offer generic advice—we craft legacy-driven wealth plans. Your private consultation is the first step in building a future where your success continues to work for you, your family, and generations to come.

Request Your Private Consultation

YOUR DTS BROCHURE

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RETIRE HAPPY

MATTHEW JAMES
TAX & WEALTH MANAGEMENT