Founder & President
Nathan Wallace, President
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. BROKER CHECK
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Helping to Build 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 pursue your goals.
COMPANY PROFILE
Wallace Wealth Management, Inc. in Hayden, Idaho is a company specializing in financial planning and personal asset management. Our focus is creating an investment and savings plan to help you pursue 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 Wallace Wealth Management to provide you with experienced financial planning, as they are vested in helping you attain an independent future. Free consultations and financial assessment services are available.