Our Core Values:
We developed our processes to be centered around a strong code of ethics. Comprehensive
financial care is built on a foundation of integrity, to deliver for your needs.
You and your needs always come first
We are client focused, which means that everything we do is to help you reach your goals. We’re honored to support you in your journey.
We are committed to excellence
We hold ourselves accountable to the quality of service we provide. Our hope is to be leaders of distinction in the financial space.
Our mindset is founded on growth
We ensure that everyone on our team is constantly learning and staying up-to-date on the best practices and information available.
Teamwork is essential
We all have our strengths, and we utilize our strengths and resources to best care for our clients. Our team is intentional on supporting each-other.
There is a solution for everything
We focus on independent critical thinking, resourcefulness, and mindfulness and come together to find the optimal solution.
We take initiative
We are on the forefront of identifying and addressing your needs.
Positive thinking is a necessity
Keeping a positive attitude allows us to produce a positive outcome and enjoyable experiences.
Impactful Wealth Management
Experience what sets Waller & Wax apart, advocacy and care beyond standard process.