Products & Services

Wallace Wealth Management

WWM Header with Bulls

“Helping you manage taxes and focus on long-term wealth”


• Stocks
• Bonds
• Mutual Funds
• Exchange Traded Funds
• Government Securities
• Variable Annuities


Retirement & Financial Planning:
• IRAs
• Roth IRAs
• Business Retirement Plans:
–    Simple IRAs
–    SEP IRAs
–    401(k)s
–    Profit Sharing & Pension Plans
• Retirement Planning
• Education/College Planning
• Estate Planning


• Life Insurance
• Long Term Care Insurance




  • Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
  • Securities and advisory services offered through LPL Financial, member FINRA/SIPC.
  • The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Tennessee, Alabama, Arkansas, Colorado, Florida, Illinois, Indiana, Kentucky, Missouri, Mississippi & New Jersey.