Extraordinary lives require a different approach to capital management - we help you discover what your life can be.

We help university employees make the most of their assets
business owners
university employees
accomplished professionals

Let us get to know you, your goals, wants and preferences. We understand it’s about finding a good fit, and we’ll help to guide you.


Personalized to you and your circumstance, we take a holistic approach to create portfolios we believe are best suited for you.


Rebalancing, tax harvesting, monitoring the economy and navigating market volatility, we keep a close watch on your behalf.

Our Services

Financial Planning

Whether you’re a business owner, retiree, or looking for financial security for your family, we have the expertise and knowledge to help you create a personalized financial plan for a secure future.

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Investment Management

Starting with your objectives, we create a tailored investment plan to take advantage of market opportunities and meet your goals, seeking to generate consistent and stable long-term returns.

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Our Strategies

Our investment philosophy focuses on absolute return across market conditions, allowing our clients to feel confident in their future in every economic environment.

The Wallace Hart Difference

As committed fiduciaries, we’re here to help our clients live their best lives while we use our experience, expertise and disciplined investment process to take care of the rest.

"Wealth management is about more than investing, or taxes, or estate planning. It’s about making every aspect of your financial life work together so you can achieve success in your personal life."

Jeremy Wallace

Chief Investment Officer


Learn more about how Wallace Hart can help you imagine your life’s possibilities