During this exclusive webinar recorded on Wednesday, January 31st, 2024, we covered various topics including the general 2023 year-end wrap-up, 2024 outlook, closing out the Waller & Wax Advisors RIA, office move, and future location outlook, as well as the transition to the Freedom Investment Platform. We believe these discussions provided valuable insights into our operations and the direction we are heading.
Any opinions are those of Waller & Wax Advisors and not necessarily those Raymond James Financial Services, Inc., or of Raymond James. All opinions are as of this date and are subject to change without notice. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected.