The Matthew James Tax Wealth application lets our clients have access to their portfolio of accounts managed by Matthew James Tax & Wealth Management. Within the app you can see all your accounts held with us, their balances and performance, as well as request changes and distributions. In addition, you can add accounts held elsewhere to gain a complete picture of your entire financial portfolio.

Requirements: You need to be a current client of Matthew James Tax & Wealth Management and have been authorized for the phone application. If you would like to request access, please contact the team at Matthew James Tax & Wealth Management.