MATTHEW JAMES Tax & Wealth Management

MATTHEW JAMES Tax & Wealth Management is a financial services startup founded in 2018 and headquartered in the United States. The company's slogan highlights its focus on providing wealth management, income, and tax strategies for individuals approaching and transitioning into retirement. Offering customized retirement financial planning, tax strategy, and wealth management services, the company targets clients with $1 million or more in retirement assets. The core of MATTHEW JAMES Tax & Wealth Management’s services lies in the distribution phase of clients’ financial lives, aiming to provide retirees and pre-retirees with strategies to enhance security, consistency, and predictability in retirement using Tax Management as a foundation for investment decisions. The company assists pre-retirees in transitioning to retirees by structuring retirement income, mitigating tax burdens, and managing market risks. The startup focuses on the protection and growth of retirement assets to minimize tax liability and offers various strategies for individuals with $1 million or more in retirement assets to achieve their retirement goals. These strategies include reducing tax burdens, optimizing income, and preparing for long-term healthcare. Notably, MATTHEW JAMES Tax & Wealth Management emphasizes its 100% independent practice, which allows for a more flexible and holistic approach to diverse retirement financial situations. Currently, there is no publicly available information regarding the last investment or the investors involved in the latest round for MATTHEW JAMES Tax & Wealth Management. The company operates within the Financial Services and Wealth Management industries, catering to the needs of affluent individuals preparing for or experiencing retirement.