Understanding the specific needs of our clients.

Who We Serve

Individuals

Individuals

Each and every one of our clients have different needs and goals. But there’s one thing they all have in common: getting the most out of life. Our job is to ensure the individuals we serve have the money, confidence, and time to do exactly that. In order to serve you in the best way possible, we first determine two things: where do you want to be, and are you on the right path to get there? Guided by your goals, we draw on deep expertise across all areas of wealth management. From trusts and investments to customized tax and lending strategies, we design a custom plan that’s right for you.

Families

Families

Once a family has significant wealth, one challenge becomes how to preserve it for future generations. Effective multigenerational wealth management requires a family to tackle the personal issues that determine who should benefit from the wealth, the tax hurdles that stand in the way of its efficient transfer, and market uncertainties. We believe financial success now will help provide your family stability and freedom for generations to come.

Foundations

Foundations

We truly care about nonprofit organizations and their missions. We learn about your organization’s objectives, and then perform in-depth investment research to assist you in reaching those objectives. We know how important it is to enhance your organization’s financial standing – it’s the best way help more people. Because people like you care, we do too. In short, we want to serve those who serve others.

Corporations

Corporations

Corporations face a unique set of financial challenges. From dealing with complex regulations and taxation to helping employees with health care and retirement, senior executives have a lot on their plate. At Wallace Hart, we serve businesses by finding simple solutions for complex needs. As business owners ourselves, we draw upon our professional and personal experience to help you increase the financial strength of your corporation.

We should talk.

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