Wallace Advisors is a fee only Registered Investment Advisory
firm located in Smithfield, NC. Founded in 1997 with over 8 years of service and experience to investors, my
continuing goal and fiduciary responsibility is offering advice and recommendations "in your best interest"
at all times. My fees are competitive and in some cases may be tax deductible, although you should consult your
tax professional.
Consider your most important goals-can you name one goal that has been achieved by taking a passive approach to
its success? I consider tactical asset management a much better strategy for most investors in today's volatile
markets.
Offering advice on becoming more tax efficient with your current
fixed income investment or other taxable accounts. Asset location from taxable to tax deferred can improve performance
and reduce rising tax liabilities over time.
Concerned about
outliving your retirement income? Maybe Retirement Income Distribution planning is something we can discuss.
I appreciate and understand how hard you have worked to build your investment
account and retirement savings. At some point, whether you are to busy or just unable to follow the markets closely enough
to make informed decisions, it's time to partner with an experienced advisor. Together, we can develop a disciplined approach
that fits your investment goals and limits your risks.
