Waxman Lawson Financial

Financial ServicesUnited States11-50 Employees

Waxman Lawson Financial is an independent brokerage firm that serves the income tax planning and wealth conservation objectives of our ultra-affluent clientele. We specialize in the use of private placement products to help achieve our clients’ objectives of increasing after tax returns, asset protection, charitable planning and estate conservation. Over the past two decades Waxman Lawson Financial has participated in over 150 private placement transactions that have resulted in clients allocating almost two billion dollars to their policies. Our extensive knowledge of and experience in implementing private placement policies enable us to educate our clients in all aspects of these private placement products so as to ensure that our clients’ acquisitions are structured in the most efficient and cost-effective manner. This approach helps to enable our clients to achieve their unique wealth accumulation and wealth transfer objectives. Required Disclosures: Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker Dealer and Investment Advisor, Member FINRA/SIPC. Waxman Lawson Financial is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons / Affiliates, and have not been reviewed by M Holdings Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact Waxman Lawson Financial directly or consult another qualified professional. The testimonials / recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

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