Our Approach

Home 9 Our Approach

Professional Team Coordination

A key component of the wealth management services offered by Waller & Wax Advisors is comprehensive professional team coordination.
We streamline effective financial planning by working directly with your advisors, including your CPA, estate attorney and insurance professionals.
Our first step is to develop a complete understanding of your personal mission and identify all existing professional relationships. This allows us to assess your overall financial structure and helps us uncover any gaps that may exist.
We work with the professionals on your team to understand their role and develop a unified process for handling your financial matters.
Collaborating with your other professionals, we develop a custom strategy to address your primary financial concerns: wealth enhancement, wealth transfer, wealth protection, and charitable giving objectives.
We routinely manage the progress of your professional team towards your financial, retirement, and life goals. Through phone calls and in-person meetings, we keep the team informed of the status of your portfolio and any changes that need to be considered.

Distinct Quality of Care

Through collaboration with other professionals, we are able to stay abreast of the latest developments from a much broader perspective and provide you with specialized attention and expertise.The professionals on your team include:
  • Lawyers*
  • Insurance Professionals
  • CPAs/Tax Advisors*
  • Corporate Advisor

*Raymond James is not affiliated with and does not endorse any individual referenced professional. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Impactful Wealth Management

Experience what sets Waller & Wax apart, advocacy and care beyond standard process.