We’re an independent wealth management and financial advisory firm.
We’re experienced professionals who take pride in what we do, offering straightforward, trustworthy, and innovative financial advice. We’re passionate about what we do, and we never stop working to be the best at it.
100% independent from top to bottom.
Before creating Wallace Hart, we worked in the private wealth division for several major institutions on Wall Street. During the course of our careers, we realized we could better serve our clients’ best interests by being independent advisors. We don’t have products we are forced to sell, and we don’t accept commissions. We look at every option available on your behalf.
We’re not just financial advisers. We’re fiduciaries.
Not all advisors are the same. Many advisors have different credentials, different training, different responsibilities to their clients, and different standards. Our standard is the fiduciary standard – the highest level one can be held to. Advisors who are fiduciaries must put their clients’ interests before their own, even if it’s at their own expense.
Every recommendation we make is based solely on what’s in your best interest.
Nothing else matters.