WEALTH
MANAGEMENT
Your Wealth, Managed with Intention
Wealth management is like preparing a thoughtful meal—each ingredient matters. From investment planning and risk management to tax strategy and estate coordination, every element must be expertly balanced. At MATTHEW JAMES Tax & Wealth Management in Lafayette, Louisiana, we serve retirees and pre-retirees across Acadiana with customized financial recipes that help preserve wealth, maximize growth, and ensure long-term satisfaction.
DREAM IT. PLAN IT. DO IT.
DREAM IT. PLAN IT. DO IT.
GROW IT, GUARD IT, GUIDE IT FORWARD
We combine disciplined investing with proactive tax and risk management, tailored for clients who demand more than cookie-cutter portfolios.
WHAT WE DELIVER
🟨 Customized portfolios aligned to your stage of life
🟨 Low-cost indexing and private market exposure
🟨 Real-time rebalancing and risk-adjusted growth
🟨 Tax-loss harvesting & capital gain control
🟨 Coordination with legal and estate professionals
STRATEGIC ALLOCATION
We optimize for growth, preservation, or income based on your life horizon—not just the market cycle.
BEHAVIORAL COACHING
We help clients avoid emotional investing errors, keeping your long-term strategy intact during volatile markets.
PRESERVE AND MULTIPLY
Managing wealth isn’t just about performance—it’s about purpose. At Matthew James, we balance risk and return with strategies that preserve your capital, grow your assets, and align with your long-term vision.
MULTI-ASSET PORTFOLIOS FOR EVERY LIFE STAGE
From market-based investments to alternative assets, we design portfolios that adapt to your changing needs. Our tactical approach ensures you’re never overexposed or under-protected.
TRANSPARENT, INDEPENDENT, AND BUILT FOR YOU
We’re a 100% independent firm. No product pushing, no commissions—just objective advice aligned with your goals. Your success is our metric.
WEALTH MANAGEMENT FAQs
How do I know if I need wealth management services?
What makes wealth management different from regular financial planning?
🟨 Wealth management goes beyond basic financial planning by providing comprehensive, ongoing management of your investments, estate planning, tax strategies, and retirement income needs. Our team at MATTHEW JAMES Tax & Wealth Management provides integrated solutions that help you build and protect wealth for future generations.
How do you help clients build and protect wealth?
What are the benefits of diversifying my investment portfolio?
🟨 Diversifying your investment portfolio reduces risk by spreading your investments across different asset classes such as stocks, bonds, real estate, and more. This strategy helps protect your wealth from market volatility and provides more stable returns over time.
WHERE YOU ARE ALONG YOUR RETIREMENT JOURNEY:
While You're Building Wealth
Effective wealth management begins with a custom strategy. By aligning investments with your long-term goals, you can grow your portfolio and build a strong financial foundation.
As You Approach Retirement
Near retirement, wealth management shifts toward preservation. Asset allocation, risk reduction, and income planning help you protect what you’ve earned and transition smoothly.
After You
Have Retired
Post-retirement wealth management ensures your assets continue to work for you. Strategic rebalancing, legacy planning, and ongoing guidance help safeguard your financial future.
OUR SOLUTIONS FOR YOUR RETIREMENT GOALS
