Matthew James Tax & Wealth Management

(337) 366-8366
1011 Coolidge Blvd, Lafayette, Louisiana, 70503

About us

Matthew James Tax & Wealth Management focuses on planning and strategies for the distribution phase of our clients’ financial lives by providing retirees and pre-retirees with wealth management, tax, and income stream strategies for added security, consistency, and predictability in retirement. There is nothing cookie-cutter about the way we’ll design your retirement income plan.

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