Financial Advisory and Wealth Management – Waller & Wax Advisors Inc.
Waller & Wax Advisors Inc. is a financial advisory firm located at 3010 W Azeele St, Suite 120, Tampa, FL 33609, providing wealth management and financial planning services across multiple stages of life. The firm describes its core mission as pursuing each client’s legacy through dedicated financial guidance and customized solutions, and it emphasizes advocacy and care beyond standard process as its distinguishing approach. Waller & Wax organizes its services around five distinct life phases: Wealth Mindset, which focuses on establishing financial foundations; Wealth Builder, oriented toward growth and family expansion; Retirement Builder, covering pre-retirement planning; Retirement Lifestyle, addressing active retirement management; and Legacy Leader, which concentrates on intergenerational wealth transfer and succession planning. The firm positions itself as offering generational wealth insight and actionable financial solutions for every phase of life, with an emphasis on creating long-term family financial legacies that span multiple generations. Prospective clients are offered complimentary consultations. Securities transactions are conducted through Raymond James Financial Services, Inc., a member of FINRA and SIPC, while investment advisory services operate through Raymond James Financial Services Advisors, Inc. Waller & Wax Advisors Inc. is described as not a registered broker/dealer itself but as an independent entity affiliated with Raymond James. The site notes that Raymond James advisors may only conduct business with residents of states where they are properly registered, and that the availability of specific investments and services varies by state. The firm maintains a presence on Facebook and LinkedIn. Based in the Tampa Bay area of Florida along West Azeele Street, Waller & Wax structures its planning work around life stages, serving individuals and families seeking guidance on building wealth, preparing for and managing retirement, and transferring assets to future generations through its affiliation with the Raymond James platform.