Jon Wax, CFP® President & Chief Executive Officer

Financial planning for a lifetime. Shifting from Defense to Offense October 7, 2009

Laura Waller, CFP® Chief Investment Officer

At Waller & Wax Advisors, Inc., financial planning involves far more than simply recommending and placing investments. Although that’s an important part of our service, we believe in a far broader approach: creating a comprehensive financial picture based on your unique circumstances, then working with you over time to optimize your resources and meet your goals.

As a client of Waller & Wax, you can expect the highest standards of both professional service and personal commitment – the core values of our firm. We're dedicated to providing sound, knowledgeable financial advice that will help you build both the present and the future you desire.

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