By Jeremy Wallace
For as long as I can remember, finance has always intrigued me. The market is the greatest puzzle out there, and I’ve always loved the challenge of finding solutions to market shifts in order to create wealth. This passion has never wavered over my 20+ years of experience in this industry.
With a bachelor’s degree in international economics from Emory University in hand, I earned the CERTIFIED FINANCIAL PLANNER™ designation and spent over 15 years working for UBS Financial Services and Merrill Lynch. I gained valuable experience at these prestigious companies, but I saw an opportunity to serve our clients better. I saw a gaping hole in the financial service industry in the form of big companies being unable to invest in ways that grow client accounts when the market trends upward and preserve client capital when the market is in a downturn. I, along with my business partner, Andrew Hart, wanted to be part of the solution. In 2017, we founded Wallace Hart Capital Management to offer independent and comprehensive advice to our clients with consideration of their entire financial picture.
My Role Today
Today, I am happily working as Co-Founder and Chief Investment Officer at Wallace Hart Capital Management. I spend my days working with clients, taking a holistic approach to financial planning and investment management, seeking to fully understand their financial picture, tax liabilities, and long-term goals so we can design a road map that allows them to live the life they envision.
Ups & Downs
My job has brought me much joy, but that doesn’t mean it comes free of challenges. We all know that dealing with money can bring up plenty of emotions, which can lead to unwise decisions. It can be difficult to help clients through emotional times and encourage them to exercise prudence and patience. But that’s why I find this job so fulfilling; I can make a tangible difference in people’s lives by helping them stick to their strategies and grow their net worth so they can do what they want with their life. There’s nothing like helping people transition from a job to a life path that brings them joy because they’ve attained financial independence. I work hard every day because I love finding new, creative solutions to help my clients create wealth. Being transparent as a fiduciary, I do what’s right for them and put their needs ahead of my own.
I’d Love To Serve You
More than anything else, I want to show you the possibilities of what your life can be. If you have questions about your current financial situation, or if you are interested in learning more about how we work, who we serve, and how we may be able to help you, I encourage you to reach out. To get started, contact us at 859.300.3030 or request an appointment online today!
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.