James Wallace

About James Wallace

Without counsel, plans go awry, but in the multitude of counselors they are established.” Proverbs 15:22 Our team collaborates with people who care about others and want to make a difference in their lives. Our mission is to help our clients live the life they want, and have a positive effect on generations of those they care about. We believe that a financial plan does more than make big numbers on a computer screen. A financial plan improves your quality of life. If our work is going to improve your quality of life, then we have to start by getting to know you. Our first focus is understanding who you love, how you want to care for them, and the life you want to live. Our clients often tell us that the planning we do for their family gives them the peace of mind and confidence they need to focus their time and energy on the people and causes that matter most to them. We serve clients from a range of backgrounds and life stages, both in and beyond the Greater Houston area. We find our work has the greatest value to folks nearing retirement who want a clear income plan, and established business owners who are ready to plan for the long-term success of their entrepreneurial endeavors. While no two of our clients are alike, they do all share a commitment to the planning process and a desire to make a difference in the lives of others. It’s easy for us to get excited about helping people who share our heart for helping others. Whether you’re trying to make a difference in your family, your community, or the world, our team will be a resource to help those desires become a reality. You can learn more about our unique approach to planning on our website: jameswallace.nm.com. If you’d like to begin a conversation about working together, feel free to reach out to me directly.(832) 2••••••••@nm.com

Experience

1. Wealth Management Advisor

   Northwestern Mutual

   Jun 2015 — Present · Houston, TX, US

   Our team focuses on serving families that are nearing retirement, are recently retired, and/or own their own business. Often, when we meet with someone who is gearing up for retirement, we find they have had a great investment strategy, they own some insurance, maybe they have even had a great relationship with an investment advisor, but they have a lot of unanswered questions. What do I do if taxes go up? How will I create income when the stock market is down? How does the value I have built in my business translate to a reliable retirement income? How do I pass this business on to my kids, grandkids, or trusted employees? How do I leave a legacy behind that doesn\'t ruin my kids and grandkids? You don\'t have to have unanswered questions like these about your financial future. Our team is here to help you achieve the peace of mind and confidence you need to work out a plan that provides for the people you care about, while still allowing you to live the life you want. Our Planning Experience starts with getting to know you. We don\'t make any recommendations until we have taken the time to understand who you love, how you want to care for them, the life you want to live, and run a comprehensive plan analysis to show us how your current strategies align with these priorities. We take our ongoing commitment to regularly check in and review the plan very seriously, because we value the deep relationships we get to have with our clients, their families, and generations to come. You can learn more about our unique approach on our website, jameswallace.nm.com, or reach out to me directly to begin a conversation.(832) 2••••••••@nm.comSpecialties: Retirement Income Strategies | Multigenerational Planning | Tax-Efficient Strategies | Comprehensive Financial Planning | Business Planning | Wealth Management

Education

• Texas A&M University

  Bachelor of Business Administration (B.B.A.), Marketing

  2011 — 2015

• Westside

  High School Diploma

  2008 — 2011

Skills

• Research
• Fundraising
• Time Management
• Public Speaking
• Customer Service
• Microsoft Excel
• Powerpoint
• Teamwork
• Microsoft Word
• Leadership
• Event Planning
• Microsoft Office
• Sales
• Social Networking
• Social Media
• Photoshop