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Stampeding Toward Your Financial Success

Your wealth is more than numbers—it’s the foundation for your family’s future. You deserve a team that not only helps you grow, preserve, and transition your wealth but also truly understands what’s most important to you.

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What We Do

What We Do Your partner in building a strong financial foundation.

Welcome to Wallace Wealth Management. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

We have years of experience in financial services. We can help you address your needs today and for many years to come. We look forward to working with you through all stages of your life.

Our Planning Approach

Why Choose Us We would never print anything in this size
that we wouldn’t say in this size.

We strongly believe service and attention should not be based on the size of your account. We take the time to understand your specific needs and goals, tailoring our services to meet your unique requirements. We’re not just offering generic services; we’re providing personalized solutions designed to understand your vision and make it a reality while building long-term relationships with our clients based on trust and open communication.

Envision What Is Next

How We Help Planning your future with confidence

Our clients are our partners and We bring big city experience and small town values, the hill country way.

Investment Management

Investment Management

Our investment management services are designed to help you plan for a future filled with financial security and success. With our guidance, you can navigate the complexities of the financial markets confidently. We continuously monitor and adjust your portfolio to align with market trends and your evolving needs.

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Philanthropy

Philanthropy

Philanthropy goes beyond giving; it's about creating an enduring impact that reflects your values and vision. Our services help you craft a strategic approach to charitable giving, helping your contributions make a meaningful difference. We work with you to identify causes that align with your passions and devise a plan to maximize your philanthropic impact.

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Estate Planning

Estate Planning

Estate planning is crucial for ensuring your family's financial security and peace of mind. Our services focus on creating a comprehensive plan that reflects your wishes and safeguards your assets for future generations. We work with you to develop strategies that minimize taxes, protect your wealth, and help ensure a smooth transfer of assets.

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Who We Are
Professionals 
Who Care

Welcome to Wallace Wealth Management, where family values and professional expertise unite to serve you better. As a family-run business, we prioritize trust, integrity, and personalized service. By combining Jenny's extensive experience as an Officer of Supervisory Jurisdiction with Scott’s dedication to strategic financial planning, we offer a unique, client-focused approach to wealth management.

Our commitment to family extends to how we manage your wealth, treating you as part of our extended family. With our children, Joshua and Braden, pursuing their educational paths, we seized the opportunity to enhance our services and deliver the exceptional support you deserve. Explore our website to learn more about our team and the personalized services we offer. Thank you for trusting us with your financial future.

Working With us Forging a Path Together

Our expertise as Certified Financial Planners (CFP) and Chartered Advisors in Philanthropy (CAP) ensures a personalized, strategic approach to achieving your financial goals and philanthropic aspirations.

Why Choose A CFP®?

Why Choose A CFP®?

Choosing a financial planner is a very important decision. And in the financial industry, The CERTIFIED FINANCIAL PLANNER™ certification is the standard for financial planning. Only financial advisors who have successfully fulfilled the CFP® Board’s entry qualifications, comprehensive exam and ongoing requirements can call themselves a CFP® professional.

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Why Choose A CAP®?

Why Choose A CAP®?

The CAP® Program, Chartered Advisor in Philanthropy, is a graduate-level program that provides the specialized knowledge to help clients apply the best tax strategies, tools, and techniques for philanthropic goals as well as advising families on important financial matters, including business exit planning, estate planning, and legacy planning.

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Our Process A tailored Approach
To Lasting Wealth

Every client is unique and therefore there is not a “one size fits all” process; however, below is an overview of our process.

Step 1Discovery Call

The primary purpose is to understand your needs, pain points, and financial goals to determine if there's a potential fit and whether continuing is beneficial for you.

Step 2Build Your Plan

We customize a solution and a plan of action for your individual investment needs.

Step 3Monitor & Grow

We consistently review your overall portfolio for the changing financial markets and economic times as well as discuss with you any modifications to your goals and life changes throughout the year.

ARE YOU READY?Take The First Step

If you believe you could benefit from working with us, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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