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
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.
Danielle Wallace, 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.
*Danielle is not affiliated with Lincoln Investment
Need more details? Contact us
For Financial Consultations & Portfolio Analysis, pls call Mon-Fri 7-4 pst, (208) 714-4699