TAMPA, Fla.—Waller & Wax, a prominent wealth management firm, celebrates 40 years in business, a significant milestone reflecting four decades of unwavering dedication to its clients, financial expertise, and strategic foresight. Established in 1984 by Laura Waller, Waller & Wax later welcomed her son, Jon Wax, who merged into the firm, assumed the role of Chief Executive Officer, and ultimately acquired full ownership—continuing the legacy by combining sophisticated market intelligence with a deeply personal, family-oriented approach to financial planning.
Since its inception, Waller & Wax has worked to build enduring relationships that empower clients to not only grow their wealth but to create lasting legacies. This philosophy ensures every client, regardless of portfolio size, receives the same high caliber of expertise and meticulous care—a hallmark of the firm’s culture.
“For 40 years, our purpose has been to serve as trusted stewards of our clients’ financial futures,” said Jon. “My mother, Laura, founded this firm on the belief that true financial planning is a partnership built on trust and a deep understanding of a family’s unique aspirations. It is a profound honor to continue that mission, guiding the next generation of clients toward their goals.”
From its beginnings, Waller & Wax has been at the forefront of navigating complex market dynamics. The firm’s commitment to continuous market analysis and forward-thinking strategy has been instrumental in helping families build and protect robust portfolios. This focus on long-term growth is central to its mission of creating and preserving wealth that can be successfully passed down for generations.
Waller & Wax also recognizes the value of strong alliances with our clients’ financial professionals, such as attorneys, CPAs, and insurance agents, to provide a deeper, more comprehensive wealth management experience. By working together, these partnerships offer clients a richer, more holistic understanding of their financial lives, providing a level of insight that goes beyond what any single entity could offer alone.
Under Jon’s leadership, the firm has integrated modern financial strategies while preserving the core values established by his mother. The result is a dynamic firm that honors its history of personalized service while actively shaping a confident and prosperous future for its clients.
As Waller & Wax looks ahead, it reaffirms its commitment to the guiding principles of integrity, professional excellence, and a genuine dedication to the families it serves.
About Waller & Wax:
Waller & Wax is a comprehensive wealth management firm based in Tampa, Fla., specializing in financial planning, portfolio management, and legacy planning. For 40 years, the firm has provided expert guidance to individuals and families, helping them achieve their most important financial objectives.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Waller & Wax is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.