ABOUT WALLACE WEALTH MANAGEMENT

Helping to Secure a Brighter Financial Future

The ultimate goal is to help ensure your financial future; however, navigating investment waters can be challenging. It takes a great deal of analytical sense and patience when it comes to financial planning. When you think long-term you may be better off. Let the Financial Service Representatives at Wallace Wealth Management, Inc., be the ones to help you reach your goals.

COMPANY PROFILE

Wallace Wealth Management, Inc. in Hayden, Idaho is a company specializing in financial planning and personal asset management. Our representative's focus is creating an investment and savings plan to help you reach your financial goals.

CREATING WEALTH WISELY

Wealth accumulation, is one of the best ways to help secure your needs, the needs of your family, or gifting your favorite charity. An effective way to build wealth is through smart investing and managing your finances with an independent advisor.

EXPERIENCED WEALTH ADVISORS

The financial management team at Wallace Wealth Management, Inc., has a wealth of experience, as well as the resources to help provide you growth opportunity based on your propensity for risk.

FINANCIAL CONSULTATIONS

You can rely on our representatives to provide you with experienced financial planning, as they are vested in helping you attain a secure future. Free consultations and financial assessment services are available.

 
Our Team
Nathan Wallace, President
Mike Thode, Advisor*

Nathan is the Founder of Wallace Wealth Management, Inc.

WWM was launched in January of 2015 to honor Nathan’s grandpa Wallace. "Our strong code of ethics was the backbone of choosing the independent channel." After many years of working for a captive agency; he realized people were more important than captive product quotas. That’s when he launched his first financial planning corporation in Coeur d'Alene, ID, November of 2007. Nathan's financial career began in 1994 where he worked along side an established Certified Financial Planner (TM) professional in Anchorage Alaska.

Nathan grew up in Wasilla and Anchorage, AK. His first paying job, at age 12 was for his grandpa Currier's fly in only fishing lodge. Nathan lived in a foreign country and very much enjoys traveling around the world and exploring. His interests are very broad; however whatever he is doing, he wants to be centered in the moment. Authenticity, Daring Greatly and Living in the Moment are the kind of people he would like to attract to broaden his professional and personal relationships.

Mike was recruited from the banking industry to offset Nathan's day to day responsibilities. Mike and Nathan worked together 23 years ago and then rejoined forces in 2012. Mike brings 25 years of industry experience and knowledge. 

 

Mike has resided in the Coeur d'Alene area for the past 20 years with his wife and two daughters. Mike has two grandaughters and he spends time with them regularly. Mike is active in his church and giving back to the community. In his free time he enjoys playing golf and basketball.

Danielle Wallace, Agent*
Malia Rogers, Agent*

Danielle is the President and Founder of Wallace Insurance Professionals. Danielle is an independent agent, focused on offering fixed business in Life Insurance, Annuities & Long Term Care. Danielle is a life long resident of Coeur d'Alene, Idaho.

 

Danielle began her career in healthcare and nursing at a very young age. She has a heart for helping others and doing what's best for them, even during the most difficult times. In the past, Danielle has managed 40 staff members and 80 patients. 

 

Danielle has many interests and hobbies, most of which involve being outdoors and in nature. She's an avid angler, enjoys hunting, hiking and kayaking. Danielle and husband Nathan have been blessed with a large beautiful family of many children.

Malia is an Independent Health Insurance Agent. Her specialty is, covering gaps and helping to protect clients from financial devastation in the event of medical emergencies. Malia also specializes in Medicare Insurance options. Malia is insurance licensed in most states.  

 

Malia started her career in the consumer lending and mortgage industry. With over 15 years of customer care, Malia is known for her integrity, strong work ethic and passion for helping others. Her commitment to serving in the Insurance industry was solidified early on, when she was able to help clients file claims during their time of need. 

 

As a 1st generation American, Malia is bilingual, in English and Vietnamese. She is experienced in a variety of industries and was able to obtain her Master's in Business Administration, while working full time.

*Danielle, Malia and Mike are not affiliated with Lincoln Investment

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Need more details? Contact us

Free Financial Consultations & Portfolio Analysis, pls call Mon-Fri 7-4 pst, (208) 228-5040 ext 101

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Securities offered through Lincoln Investment, Broker Dealer, and Member FINRA/SIPCwww.lincolninvestment.com.  Wallace Wealth Management, Inc., and the above firms are independent and nonaffiliated. The views and opinions expressed herein are those of the author(s) noted and may or may not represent the views of the Lincoln family of companies.   This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States.  Lincoln Investment and Legend Advisory are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states.  Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Legend Advisory. Lincoln Investment, Legend Advisory and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving this site.   We make no representation as to the completeness or accuracy of information provided at these sites.  Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites.  When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.

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