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:
Still Working and Seeking Expert Investment Guidance?
If you're still in the workforce and looking for personalized investment strategies, expert guidance can help you maximize your wealth. Tailored investment strategies focused on retirement goals can help you build a secure financial future. Plan now to enhance your financial potential.
Nearing Retirement and Ready to Plan Your Next Life Stage?
As retirement approaches, it’s time to make strategic decisions for your financial security. A well-crafted retirement plan helps to ensure a smooth transition, focusing on goals such as tax optimization and wealth preservation, as you enter this new chapter of life.
In Retirement and Looking to Optimize Your Income?
Once you're retired, it’s essential to have a plan that helps you optimize income and ensure your wealth continues to work for you. Tailored strategies can help maximize your retirement income while minimizing taxes, giving you the peace of mind to enjoy your golden years.
OUR SOLUTIONS FOR YOUR RETIREMENT GOALS
