SERVICE
AREAS
Louisiana-Wide Retirement & Wealth Planning
—Rooted in Acadiana
At Matthew James Tax & Wealth Management, we proudly serve retirees, pre-retirees, business owners, and high earners across the entire state of Louisiana. While we work with clients statewide, many of the individuals and families we guide are based in and around the Greater Lafayette region. We understand the local economy, culture, and opportunities—and that’s reflected in the personalized financial guidance we provide. Explore some of the key cities we serve…
DREAM IT. PLAN IT. DO IT.
DREAM IT. PLAN IT. DO IT.
Just a Few of the Louisiana
Communities We Proudly Serve
From Acadiana to all across the state, our clients trust us to guide their financial futures. Whether you’re right here in Lafayette or in a nearby city, we’re honored to bring next-level retirement and wealth strategies to your corner of Louisiana.
BROUSSARD, LA
Elite tax and wealth planning for one of Louisiana’s most affluent communities.
YOUNGSVILLE, LA
Rapid growth meets long-term strategy—custom planning for high-earners.
CARENCRO, LA
Strategic planning that protects wealth and prepares for future generations.
LAFAYETTE, LA
Confident, tax-forward retirement planning from the heart of Acadiana.
SCOTT, LA
Tailored retirement and healthcare planning for Acadiana professionals.
BREAUX BRIDGE, LA
Trusted guidance to minimize taxes and secure your legacy.
NEW IBERIA, LA
Personalized retirement planning with a focus on income preservation.
ACADIANA REGION
Culturally rich, financially focused—expert planning for Louisiana’s heartland.