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117 Cypress Pointe  Smithfield  NC  27577  919-989-8172  dwallace@wallaceadvisors.com 

  • 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. 




Our Hours
Monday - Friday
8:30am - 5pm

All written content on this site is for information purposes only. Fee-Only investment advisory services are offered through Wallace Advisors, a registered investment advisory firm in the state of North Carolina. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state in which it is not properly registered or otherwise qualified to conduct business by virtue of a state "de mimimus" exemption*
*A limited number of individuals from outside the state of North Carolina may become clients in accordance with compliance regulations of the State of North Carolina and the respective state. 

Member-Greater Smithfield-Selma Chamber of Commerce  www.SmithfieldSelma.com

Custodial Services provided through Investors Trust Company, Chapel Hill, NC  www.invtrust.com


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

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