Wallace Hart was founded with the vision to truly help clients see the possibilities of life. With a careful capital management approach to seek to preserve and enhance wealth, our clients can confidently pursue their passions in life, knowing that we are keeping a diligent watch over their hard-earned assets. The principals of Wallace Hart gained their investment experience at the most prestigious firms — yet we saw an opportunity to do it better.
With over 20 years of Wall Street experience, we have pioneered a unique approach designed to help mitigate drastic swings in a volatile market — our solution to keep you comfortably invested. We utilize the investment expertise gained from working for large institutions, but we approach relationships with clients like a high-end boutique. We keep our client base small to better understand clients' goals and preferences, and create personalized plans.
