RISK
MANAGEMENT
Defend What You've Worked Hard to Build
Retirement comes with risks—market dips, healthcare costs, inflation. At MATTHEW JAMES Tax & Wealth Management, we create tailored strategies to shield your wealth from the unexpected. Whether you’re a high earner or business owner in Louisiana, we help you minimize exposure and stay on track.
Our risk management isn’t just insurance—it’s a smart layer of protection built into your tax, estate, and investment plan. Because securing your future means defending your financial foundation.
TAKE THE BULL BY THE HORNS.
BY THE HORNS.
DISCOVER YOUR
RISK NUMBER®
Start your personalized retirement strategy with our quick 5-minute questionnaire. We’ll assess your portfolio size, financial goals, and risk tolerance to determine your unique Risk Number®—a data-driven insight that helps align your investments with your comfort level.
Whether you’re planning for retirement, managing wealth, or protecting assets, your Risk Number® is the foundation for smarter, more strategic decisions.
Most Investors Carry More Risk Than They Realize
Did you know that 80% of investors have more risk in their portfolios than they’re comfortable with? At MATTHEW JAMES Tax & Wealth Management, we use cutting-edge Nitrogen® risk assessment technology to analyze your current portfolio and ensure it aligns with your unique risk tolerance.
Our goal is to help you invest with confidence—by identifying hidden risks and building a portfolio that supports your long-term financial goals.
Most Investors Carry More Risk Than They Realize
Did you know 80% of investors have more risk in their portfolios than they’re comfortable with? At MATTHEW JAMES Tax & Wealth Management, we use cutting-edge Nitrogen® risk assessment technology to analyze your current portfolio and ensure it aligns with your unique risk tolerance.
Our goal is to help you invest with confidence—by identifying hidden risks and building a portfolio that supports your long-term financial goals.
Build a Portfolio Aligned with Your Risk Number®
We use your personalized Risk Number® to design a portfolio tailored to your goals, risk tolerance, and retirement timeline. With clear, data-backed projections of potential gains and losses, you’ll have confidence in your investment strategy—knowing it’s built to support your financial future with calculated precision.
Build a Portfolio Aligned with Your Risk Number®
We use your personalized Risk Number® to design a portfolio tailored to your goals, risk tolerance, and retirement timeline. With clear, data-backed projections of potential gains and losses, you’ll have confidence in your investment strategy—knowing it’s built to support your financial future with calculated precision.
See How Your Portfolio Would Perform in Real Market Crashes
Using advanced stress testing, we simulate how your proposed portfolio would have performed during major market events over the past 8 years—including financial crises and recoveries. This analysis gives you a clear view of potential vulnerabilities and helps ensure your investment strategy is built to weather real-world volatility.
See How Your Portfolio Would Perform in Real Market Crashes
Using advanced stress testing, we simulate how your proposed portfolio would have performed during major market events over the past 8 years—including financial crises and recoveries. This analysis gives you a clear view of potential vulnerabilities and helps ensure your investment strategy is built to weather real-world volatility.
Visualize Risk and Reward Before You Invest
We provide a clear, visual breakdown of your proposed portfolio’s risk and reward profile, so you can see how each investment contributes to overall performance and diversification. This data-driven insight empowers you to make confident, well-informed decisions before committing to your retirement or wealth strategy.
Visualize Risk and Reward Before You Invest
We provide a clear, visual breakdown of your proposed portfolio’s risk and reward profile, so you can see how each investment contributes to overall performance and diversification. This data-driven insight empowers you to make confident, well-informed decisions before committing to your retirement or wealth strategy.
Get a Personalized Retirement Blueprint Backed by Data
To wrap up the process, we’ll evaluate how close you are to reaching your financial goals by building a customized retirement strategy. This blueprint gives you a clear picture of your projected retirement outcomes—and reveals actionable steps to improve your chances of long-term success.
Get a Personalized Retirement Blueprint Backed by Data
To wrap up the process, we’ll evaluate how close you are to reaching your financial goals by building a customized retirement strategy. This blueprint gives you a clear picture of your projected retirement outcomes—and reveals actionable steps to improve your chances of long-term success.
RISK NUMBER® QUIZ
OUR SOLUTIONS FOR YOUR RETIREMENT GOALS
OUR SOLUTIONS FOR YOUR RETIREMENT GOALS
