Wealth Management

Waller & Wax Advisors uses a proprietary wealth management process to thoroughly and effectively address your long-term financial, retirement and life goals.

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Portfolio, Risk & Investment Management

Waller & Wax Advisors offers a comprehensive five-step investment process to evaluate your objectives and select an approach that will optimize your investment portfolio.

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Significant Life Event Planning

Events such as having children, preparing for college, structuring a business and coping with the death of a loved one or a divorce all require proper planning. Waller & Wax Advisors will equip you with the necessary tools to manage any major event in your life.

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“Preserving your wealth.
Planning your legacy.”
Our Wealth Management Philosophy

As an affluent individual, head of family or business owner, the Team of Waller & Wax Advisors specializes in helping you realize your specific wealth management objectives including: preserving assets, mitigating taxes, planning for succession, and fulfilling charitable interests. Using a proprietary wealth management process, Waller & Wax designs custom strategies and quarterbacks your team of financial, legal and insurance professionals that help meet your financial, retirement and life goals.

The Market Today
Recent Media
Jul20

News Release: Jon Wax, CFP® Named to 2018 Forbes/SHOOK Best-In-State Wealth Advisor List

Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC
Investment advisory services are offered through Waller & Wax Advisors Inc. and Raymond James Financial Services Advisors, Inc. Waller & Wax Advisors Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. This site is published for residents of the United States only. Raymond James Financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Privacy Notice