— YOUR COMPLIMENTARY ANALYSIS AWAITS
You’ve Seen the Gap. Now Let’s Help Build Your Bridge.
Your WealthGap X-Ray™ results are only the beginning. Schedule your complimentary one-on-one analysis and discover the practical steps to help improve your wealth gap.
WHAT HAPPENS NEXT?
A Personalized Roadmap to Help You Identify Key Financial Problems
Your complimentary session with a member of the Exit Planning Team includes:
♦ WealthGap Score Deep Dive
A detailed review of your score across all dimensions.
♦ Value Gap Quantification
An estimated dollar range illustrating the potential gap
between your current business value and your
retirement/lifestyle target.
♦ Exit Readiness Assessment
An honest evaluation of whether your business is buyer-
ready, and which factors may have the greatest impact.
♦ Priority Action Plan
The top 3-5 potential actions Jon recommends to help
improve your gap and accelerate your timeline.
♦ No Pressure. No Obligation.
This is a complimentary strategy conversation. You leave
with clarity regardless of what you decide to do next.
Claim Your Complimentary
WealthGap X-Ray Session
Complete the form below and Jon’s team will reach out within one business day to confirm your appointment.
After you complete the form, we’ll send you an email to the WealthGap Calculator
Information and interactive calculators are made available to you as self-help tools for your independent use. The accuracy of this calculator and its applicability to your circumstances is not guaranteed and may not take into account tax effects, liquidity constraints, market volatility/investment return variability, time horizon assumptions, inflation, business sale uncertainty and the potential tax impact of the sale. You should obtain personal advice from qualified professionals. The information provided is not specific investment advice, a guarantee of performance, or a recommendation. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk. Actual results will vary.
“Most business owners I meet have never been shown a clear picture of where their weatlth actually stands. The WealthGap X-Ray exists to change that – because the exit you plan for is the only one you can control.”
JON WAX, CFP, CEPA – Managing Partner Waller & Was Advisors
♦ 2025 Forbes Best-In-State Wealth Advisor ♦
The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.