Broker Check

Who We Are

Get to Know Us Partners Through
All Of Life's Chapters

As the saying goes, "A family that plays together; stays together." For us, a family that plays and works together is even better, and this unique dynamic is the driving force behind Wallace Wealth Management. While Cetera Advisor Networks serves as our broker/dealer, it's our name and logo you'll find on emails and correspondence, underscoring our personal commitment to your financial journey.

Our approach ensures that your investments are treated with the same care and attention as our own, regardless of account size. We take pride in providing a level of service that our clients have come to expect and appreciate.

At Wallace Wealth Management, we are passionate about empowering you to make informed financial decisions. Our dedication extends beyond traditional advising; we strive to be trusted partners in your financial journey. We believe in offering personalized attention and are committed to helping you achieve financial freedom and security.

Meet Your Team You Are not a Client.

You’re Our Partner.


Areas of Specialty
  • Wealth Management
  • Retirement Planning
  • Income Distribution Management
  • Tax Transition Assistance

Affiliations/Memberships

  • Houston Chapter of the International Association for Financial Planning (IAFP) – past president
  • Houston Chapter of the Financial Planning Association (FPA) – past president
  • Cetera Wealth Services LLC, Member FINRA/SIPC
  • Financial Services Institute
  • Kansas City Barbecue Society Certified BBQ Judge
  • Houston Livestock Show and Rodeo
  • Lifetime Member

Media Resource

  • USA Today
  • H Texas Magazine

FINANCIAL ADVISOR

Scott M. Wallace, CFP®

How does a guy go from managing multi-location full service restaurants to managing your wealth and retirement? Believe it or not, the path is a pretty straight line.

I have always had a passion for food and the joy it brings when people gather around it. Whether it’s a Thanksgiving dinner with my wife Jenny, our two boys Joshua and Braden and the rest of our family, or hundreds of diners in the restaurant at one time, providing great tasting food and Texas hospitality has always been very rewarding to me.

In 1994, I turned my passion for serving others in a new direction. I entered the world of finance in order to educate others about the myriad of financial issues and help people empower themselves to make more informed decisions.

Just as my prior career required certain standards and licenses, the financial industry is no different. I currently hold securities registrations including the Series 7, 24 and 63, as well as Life and Health insurance licenses. But just like a brisket that’s not quite finished, I wanted to provide even greater service to my clients so I committed to a higher fiduciary standard of excellence and earned the designation of CERTIFIED FINANCIAL PLANNER™ professional.

Jenny and I have worked together for years in this industry. But now that Joshua, our oldest, attends the New York Film Academy in Burbank, California and Braden, our youngest, is currently a freshman in college, we have teamed up to provide an even higher level of service that Wallace Wealth Management clients enjoy and expect from us.

Of course I have interests such as snow skiing or playing golf, but food and service are still the theme to my life. I serve on the Houston Livestock Show and Rodeo’s World Championship BBQ Cook Off Chuckwagon Committee where all the volunteers annually work hard to help provide scholarships for high school kids.

So, here at Wallace Wealth Management, Jenny & I are committed to your financial concerns. Once you start working with us, you’ll feel like family around a good ole Texas BBQ.


Areas of Specialty
  • Donor Funds
  • Charitable & Family Trusts
  • Philanthropic Endeavors
  • Financial Education
  • Behavioral Finance

Affiliations/Memberships

  • Cetera Wealth Services LLC, Member FINRA/SIPC
  • Financial Services Institute
  • American College of Financial Services Alum
  • Caring Cetera Steering Committee
  • Cordillera Ranch Charity Chicks
  • Masters Leadership Program of Greater San Antonio
  • Delta Kilo Foundation Supporter
  • The International Association of Advisors in Philanthropy
  • Sigma Foundation InvestWrite Scholarship Judge
  • St. Peters, Boerne TX

FINANCIAL ADVISOR

Jenny Wallace, CAP®

Ever since I sat through my first workshop on behavioral finance, I was hooked! I still remember the moment it all clicked for me. It was almost magic, being able to understand how the areas of the mind light up and work. This passion carried me through extending my education with as many courses I could find relating to behavioral finance which resulted in obtaining the Duke University Behavioral Finance Certification. Here there were more resources available to me than I ever could have imagined. So, now, in the financial industry, this passion remains with me. There's certainly yet more to learn, yet more problems to solve, and yet more to build. And for this, I am very grateful.

My financial journey began over 20 years ago in the banking and credit union industry where I worked my way from being a sales assistant for one of the best educators to managing marketing programs for more than 30 banks and credit unions. By the early 2000’s, I turned my passion for serving others in a new direction. I became an OSJ (Officer of Supervisory Jurisdiction) in order to educate others about the ever changing compliance issues and assist financial advisors with hiring, marketing and expanding their practice. I currently hold securities registrations including the Series 7, 63 and 66 as well as principal licenses, Series 24, 51 & 53.

My husband Scott & I have worked together for years in the financial industry. Now that Joshua, our oldest, attends the New York Film Academy in Burbank, California and Braden, our youngest, is attending college at Texas State University, we have teamed up to provide an even higher level of service that Wallace Wealth Management client’s enjoy and expect from us.

Although I enjoy snow skiing, cooking & traveling, I look forward to my philanthropic endeavors which currently include being a part of Caring Cetera, being a judge for financial scholarships, providing financial education in schools and volunteering within our local and regional area. Most of all, I enjoy spending time at home with my family.

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.

Schedule a Call