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Managing Partner, HSW Advisors
Jordan Waxman, JD, MBA, CFP®, CIMA®, CIS is Managing Partner of HSW Advisors, an independent, private wealth advisory group operating from HighTower, a national, advisor-owned financial services company serving high-net-worth and institutional clients. Waxman is in his 21st year as a private wealth advisor, specializing in tax, wealth transfer and estate planning, as well as asset risk management. His blog Inside the Vault aims to clarify and illuminate all aspects of private wealth management and investments. In 2014 he was named to the Barron’s Top 1200 Advisors by State list.