# Matthew James Tax Wealth

> Matthew James Tax Wealth (iPhone/iPad app by Matthew James Tax & Wealth Management L.L.C..)

- Source: https://appshunter.io/ios/app/matthew-james-tax-wealth/id6667118679 (this page in markdown: same URL + `.md`)
- Developer: [Matthew James Tax & Wealth Management L.L.C.](https://appshunter.io/developer/1764947422)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: American English
- Released: 2024-09-10
- Data updated: 2026-05-17
- User reviews in markdown: https://appshunter.io/ios/app/matthew-james-tax-wealth/id6667118679/reviews.md

## What is Matthew James Tax Wealth?

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.


## Version history (last 5 releases)

### 1.92.1 — 2025-12-22

• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes

### 1.90.1 — 2025-09-13

* Planning Enhancements
* Added Support for New Widgets
* Performance Improvements
* Bug Fixes

### 1.89 — 2025-07-26

* Updated Planning Navigation
* Added Authenticator App option for MFA
* Performance Improvements
* Bug Fixes

### 1.88 — 2025-06-07

* Supportability and sustainability improvements
* Bug Fixes

### 1.87 — 2025-04-29

* Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications
* Supportability and sustainability improvements

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-17.*