Professional Team Coordination
We streamline effective financial planning by working directly with your advisors, including your CPA, estate attorney and insurance professionals.
Distinct Quality of CareThrough 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:
- 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.