Wealth management is not a one-time event, but an ongoing process that will last throughout your life. We help manage all of your financial planning needs so that you can live life with the confidence and assurance that your assets are working as hard as you are.  Using a proprietary wealth management process, the Waller & Wax professionals prepare custom strategies designed to accomplish your financial, retirement and life goals.

To learn more about our wealth management process, click here. To learn more about our wealth management process, click here.


Our wealth management services focus on the following key areas:

Wealth Management Plan Development

We manage your team of professionals, including your CPA, estate attorney, insurance professional and anyone necessary to complete your team, to help you prepare for the future and appropriately invest your wealth through the development of a sound investment plan. This comprehensive plan serves as a roadmap for all financial decisions going forward.

Retirement Planning

The financial decisions you make today can impact your future. Whether you’re in, nearing, or years away from retirement, having a plan in place to make your income last throughout your lifetime is crucial. We consider all the financial planning elements to create a long-term retirement plan that can allow you to enjoy financial independence, help maintain your standard of living, and help reach your life goals.

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Charitable Gifting

Giving is one way many of us build our legacy. For affluent individuals and families, charitable gifting is a key strategy in overall comprehensive wealth management plan. We will help you prepare a gifting plan that takes into consideration your unique charitable, income and tax objectives.

Insurance Services

It is important to preserve your wealth from potential creditors, litigants, children’s spouses and ex-spouses, as well as securing against catastrophic loss. We work in conjunction with insurance professionals to help ensure you are adequately covered in order to preserve your wealth for years to come.

Tax Strategies

We believe that proper tax planning should align with other aspects of your financial strategy including individual, investment, and business decisions. To that end, we work collaboratively with accountants to deliver a seamless execution of your financial strategy, with a goal of minimizing your overall tax liability.*

Second Opinion Services

Potential new clients can learn more about our firm and our team’s wealth management process through our Second-Opinion Service. We will examine any gaps that need to be filled in their existing plan and evaluate whether we can help improve their current situation.  We welcome anyone that might benefit from the Waller & Wax Second-Opinion Service to contact our office and schedule a meeting.

The Wealth Management Process

Clients of Waller & Wax experience the five steps of our team’s World Class Wealth Management process. The following graphic illustrates our process through a series of meetings with additional services provided by your professional team (including CPA, Estate Attorney and Insurance Professionals).

*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.