Legacy Leader

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Leaving a financial legacy for the next generations is generous and commendable. At this point in your life, you may have accomplished many of your dreams and goals and now you may want to ensure that your loved ones will be cared for. The experienced team at Waller and Wax will help you imagine what the future might look like for your family, and what we can do now to reduce potential risks they may face. Together we can explore potential options for end of life planning, ensuring that your desires are honored. We’re grateful to be a part of your journey through life, and it is our priority and privilege to ensure that your legacy is celebrated.

Preserving Your Wealth
  • Life Organization and Contingency Planning
  • Maximizing Tax Strategies
Enjoying Your Retirement
  • Advanced Portfolio Strategies to Maximize Investments
  • Goal Planning and Monitoring
  • Sudden Wealth Services
  • Seniors at Risk Services
Carrying Out Your Legacy
  • Multigenerational Family Meetings
  • Estate Planning
  • Trust Services
  • Transfer of Generational Wealth
Raymond James is not affiliated with the above organization and/or charitable causes. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and you incur a profit loss regardless of strategy selected, including diversification and asset allocation.

Book a Consultation Call

Your life and legacy are our priorities. Book a no obligation consultation call with Waller & Wax Advisors to preserve the wealth you’ve worked so hard to obtain. We’ll help you assess your financial situation, maximize retirement strategies, and transfer wealth to the next generations.