YOUR DTS BROCHURE
If you also requested a call, we’ll be in touch to schedule a time that works best for you. Please check your inbox for your email confirmation.
RETIRE HAPPY
MATTHEW JAMES
TAX & WEALTH MANAGEMENT
At Matthew James Tax & Wealth Management, we specialize in helping high-income earners and retirees in Louisiana create tax-efficient retirement plans that go beyond the numbers. Our purpose is to guide you through every phase of retirement—minimizing taxes, protecting your assets, and growing generational wealth with precision and care.
What fuels us more than a strong cup of bold coffee? Designing the retirement you’ve always envisioned. Let’s sit down, talk about your goals, and start building a plan—over a fresh brew, of course.
At Matthew James Tax & Wealth Management, we specialize in helping high-income earners and retirees in Louisiana create tax-efficient retirement plans that go beyond the numbers. Our purpose is to guide you through every phase of retirement—minimizing taxes, protecting your assets, and growing generational wealth with precision and care.
What fuels us more than a strong cup of bold coffee? Designing the retirement you’ve always envisioned. Let’s sit down, talk about your goals, and start building a plan—over a fresh brew, of course.
We’re honored to be named among the best in Acadiana, and it’s not by luck. It’s the result of tailored strategies, tireless research, and a genuine commitment to helping our clients retire with confidence. Around here, “best” isn’t a title—it’s a standard we aim to exceed every day.
Retirement marks a new season of freedom and fulfillment—partner with us to make it your most rewarding chapter yet.
Retirement marks a new season of freedom and fulfillment—partner with us to make it your most rewarding chapter yet.
At Matthew James Tax & Wealth Management, we believe in unlocking the full potential of your financial future through smart investing. By choosing the right strategies and investment vehicles, we help you build wealth and maximize tax efficiency to align with your ideal retirement timeline. With a personalized, well-designed plan, your dream retirement becomes not just a possibility, but a reality. Let us guide you on the path to financial success.
FEATURED ON
At Matthew James Tax & Wealth Management, we believe in unlocking the full potential of your financial future through smart investing. By choosing the right strategies and investment vehicles, we help you build wealth and maximize tax efficiency to align with your ideal retirement timeline. With a personalized, well-designed plan, your dream retirement becomes not just a possibility, but a reality. Let us guide you on the path to financial success.
Simply put: we don’t just manage wealth—we help shape your future. Located in the heart of Lafayette, we specialize in guiding high earners, business owners, and discerning retirees through the complex financial decisions that come with building, preserving, and passing on wealth.
We believe your financial future deserves more than cookie-cutter advice or one-size-fits-all portfolios. Here’s what sets us apart:
We don’t “set it and forget it.” Our clients receive ongoing guidance, annual reviews, and hands-on planning sessions—not just quarterly statements. You’ll always know where you stand and what’s next.
Let’s sit down for a personalized conversation—over a hot cup of bold Louisiana coffee—and map out what’s next for your retirement.
If you also requested a call, we’ll be in touch to schedule a time that works best for you. Please check your inbox for your email confirmation.
RETIRE HAPPY
MATTHEW JAMES
TAX & WEALTH MANAGEMENT