What We Do And How We Can Help

By Jeremy Wallace & Andrew Hart

Some days, it probably feels like a lot is working against you as you strive to grow your wealth and set it up to endure. Whether it’s uncertain markets, political unrest, life transitions, taking care of your family, or just the stresses of daily life, you face real financial challenges that the old ways of wealth management don’t address. You deserve a new and better way to help you live your ideal life. We established our firm from the ground up to do just that. 

Who We Are

Wallace Hart is an independent financial services firm founded with the vision to truly help clients see the possibilities of life. Our team is made up of experienced professionals, some of whom gained their investment experience at the most prestigious firms. As founders, we saw an opportunity to do wealth management better, and Wallace Hart Capital Management was born. Our careful capital management approach seeks to preserve and enhance our clients’ wealth so they can confidently pursue their passions in life, knowing that we are keeping a diligent watch over their hard-earned assets.

Who We Serve

While we serve a wide range of clients who value our unique process and want to delegate financial management to someone they can trust, the majority of those we serve are university employees who want to make the most of their assets. We help them set up their finances so they can have the freedom to choose if they want to work. Across the board, our clients are some of the smartest investors out there. They’ve done their homework and never cut corners to achieve their professional success. They know that we approach our work the same way and always put them first. In a world of quick fixes, we believe in doing things the right way.

What We Do

Most investors want two things out of their money: growth and protection. We have pioneered a unique approach designed to help mitigate drastic swings in a volatile market and keep you comfortably invested, thus protecting your accounts in times of market uncertainty and growing your wealth when the market allows. 

We make this a reality by first developing personal relationships with our clients, taking the time to understand their goals, concerns, and needs so we can develop a comprehensive, customized plan to address whatever they may come up against in life. Once we’ve gotten to know you, we then apply our wealth management strategies to your money, rebalancing, tax harvesting, monitoring the economy, and navigating market volatility all while keeping a close watch.

The end result? We have created a road map that helps us determine the path to meet your future needs, allowing you to live the life you envision.

The Wallace Hart Difference

Wallace Hart was founded to be a different kind of firm. Our not-so-secret sauce is a mixture of chemistry, competency, and trust. All of our client relationships are built on this trifecta that allows us to get them to their ideal retirement. Our clients tell us that they like us as friends, not just advisors. We are relatable, flexible, and provide great services founded on knowledge and experience. Another reason clients choose to work with us is because of our unique approach to investing. Too many people have suffered from market crashes like the ones in 2000 or 2008. Our investment strategy helps clients get out of the market and protect their hard-earned money. Large companies can’t do that without causing a market crash. 

Our Goal For You

More than anything else, we want you to experience the peace of mind that comes from knowing your investments and financial concerns are being taken care of. If you are ready to achieve your goals and have more time and less worry, contact us at 859.300.3030 or request an appointment online today!

About Wallace Hart

Wallace Hart Capital Management is an independent wealth management firm in Lexington, KY. Founded by Jeremy Wallace and Andrew Hart, who collectively have over 20 years of Wall Street experience, Wallace Hart strives to approach financial planning and investment management differently. With a careful capital management approach to seek to preserve and enhance wealth, Wallace Hart’s clients can confidently pursue their passions in life, knowing that they are keeping a diligent watch over your hard-earned assets. To learn more about Wallace Hart and how they can help you, visit their website and schedule a call.