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Holt's Lake NC

Investment Management

  • Managing wealth and investment risks 
  • Assistance in the selection of investment vehicles 
  • Retirement Planning
  • Asset allocation
  • Monitoring of portfolios and investments
  • Equities, Bonds, Tax-advantaged, ETF's
  • Custodian Held accounts and recordkeeping


Investment Services for Individuals
  •  Investment Management Accounts
  •  Retirement/IRA Accounts
  • Trusts-Investment Advisor to Trustee
  • Other services available


Wallace Advisors Registered Investment Advisor
117 Cypress Pointe Smithfield NC 27577
dwallace@wallaceadvisors.com 919-989-8172

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