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Matthew James Tax & Wealth Management

Matthew James Tax & Wealth Management provides customized retirement financial planning, tax strategy, and wealth management for clients with at least $1 million in retirement assets.

Financial Services
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Headquarters
Lafayette, Louisiana, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
11 to 50Source: RevenueBaseRetrieved October 13, 2026
Founded
2018Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
28 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Matthew James Tax & Wealth Management do?

The practice focuses on the distribution phase of clients’ financial lives, serving retirees and pre-retirees. The practice describes itself as independent and says this allows a flexible, holistic approach to retirement financial situations.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Retirement financial planning

Provides strategies to structure retirement income, reduce or mitigate tax burdens, and balance market risk.

Source: LinkedIn company description · Retrieved October 13, 2026

Retirement financial plans

Offers strategies for people with at least $1 million in retirement assets, including reducing tax burden, optimizing income, and preparing for long-term healthcare.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

Share your recognition

Embeddable award for your website

BADGE PREVIEWMatthew James Tax & Wealth Management listed #4 on Chartered financial planners, September 18, 2026Open the published source list.
Matthew James Tax & Wealth Management

#4 Chartered financial planners

Snapshot: September 18, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 15, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026, September 27, 2026 and September 28, 2026. How the company lists are built.

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