• Wallace Wealth Management, Inc.

About Us

Nathan is the Founder and President of Wallace Wealth Management, Inc. WWM was launched in January of 2015 to honor Nathan’s grandpa Wallace. ''Our strong code of ethics was the backbone of choosing the independent channel.'' After many years of working for a captive agency; ''we realized people were more important than captive product quotas.'' That’s when we launched our first financial planning corporation in November of 2007. We believe your financial future deserves special attention, regardless of your net worth, and as it relates to quarterly reviews, asset reallocation, tax planning, and multiple streams of income at or near retirement. Investment flexibility and the opportunity to allocate funds that may be less correlated for further diversification, as well as tactically managed strategies to proactively take advantage of different market cycles is the cornerstone of our investment philosophies.

Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC, www.lincolninvestment.com.
Wallace Wealth Management and the above firms are independent and non-affiliated.
Diversification, or asset allocation do not guarantee a profit, or protect against a loss.
Tax services are not offered through, or supervised by Lincoln Investment, or Legend Advisory.