Every year, Forbes scours the nation for wealth advisors that are a cut above the rest for their best-in-state rankings. This year, we are proud to announce that Jeremy Wallace has received this important accolade and is #18 for all of Kentucky! While it’s no surprise to us, it’s an honor to be recognized for the work that Wallace Hart Capital Management does for our clients and our community.
Forbes narrows down their annual list of top advisors by taking firm nominations, then researching, interviewing, and ranking the advisor. They look at many factors, including industry experience, compliance records, revenue, assets under management, and the results from in-person interviews, and have found that the best advisors are those who are committed to making a positive difference in their clients’ lives.
That’s Wallace Hart’s goal: to help you imagine the possibilities of what your life could be, then support you with a plan to get there. Please join us in congratulating Jeremy and reach out to us at 859.300.3030 or by requesting an appointment online if you want to learn more about what we do and how we can help you get more from your life.
Jeremy Wallace is founder and chief investment officer at Wallace Hart Capital Management, an independent financial services firm committed to offering comprehensive advice and customized services. Jeremy has 20 years of experience in the financial industry and is passionate about helping clients preserve and enhance their wealth so they can pursue their passions. Jeremy graduated from Emory University with a degree in international economics and a certificate in financial planning. Outside of the office, Jeremy spends most of his free time with his wife, Julie, and their three children, Isabel, Lincoln, and Reid. He is an avid Chicago Cubs baseball fan, and he enjoys golfing with his wife and traveling with his family. Learn more about Jeremy by connecting with him on LinkedIn.