Wallace Advisory Group was founded in 2015 by Bill, Joe and Craig Wallace to serve high net worth families and business owners as a fully independent advisory firm. Bill has worked in the industry for almost 40 years. Joe is a Certified Financial Planner with over a decade of experience. We're confident in our team’s ability to deliver value to you.
We specialize in helping people grow, protect and preserve wealth across generations through investment strategies, specialty planning, and genuine experience. We’ve done the work for our own family; let us help you do it for you and yours.
Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through Wallace Advisory Group LLC.
Wallace Advisory Group LLC is independently owned and operated.
Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.
This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.
The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 3658 Mt. Diablo Blvd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://wallaceadvisory.com/
- Keywords
- Investment Management, Life Insurance, Estate Planning, Retirement Planning, Trust Planning, Wealth Management.
- HQ
- Lafayette, CA
Wallace Advisory Group Questions
Wallace Advisory Group's website is https://wallaceadvisory.com/
Wallace Advisory Group's LinkedIn profile is https://www.linkedin.com/company/wallace-advisory-group
Wallace Advisory Group has
3 employees.
View email and phone details for 3
employees at Wallace Advisory Group.
Wallace Advisory Group's industry is
Financial Services
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Wallace Advisory Group's categories are Financial Services
Wallace Advisory Group's founding year is 2015
