Nick Wallace
Special Needs Planning • Wealth Management • Retirement Income
- Role
- Founder & Wealth Management Advisor - Wallace Financial at Northwestern Mutual
- Location
- Lexington, KY, US
- LinkedIn followers
- 500 followers
About Nick Wallace
At Wallace Financial, we believe that every family has one thing in common:Every family is unique.We all have unique strengths, weaknesses, opportunities, and desires. We each have a different definition of success, and more specifically, we each have a different definition of financial success.Another thing we believe that most people have in common is a desire for inner peace. Financial matters have always been a leading cause of anxiety for households, and the stress doesn\'t discriminate. We work with established families with significant assets, as well as families who are just getting started in their financial planning journey. Both report to us that they have stress in one or more areas of their planning when we first connect.Lastly on this note, we believe there is a cure.We have a saying:\"We are most at peace while we are making progress\", or another way to say the same.\"You can\'t worry about something and be working on it at the same time\"This gives us a goal to strive for: We aim to eliminate your financial stress by helping you identify, and continuously progress towards, your vision for yourself and those you care about most.Our promise to you is that we will learn and understand your unique situation, and the things that are most important to you, and then help you continuously improve your plans by asking the question:Does what you are doing with your money align with the goals that we\'ve identified are most important to you?Let’s make sure that we get this right.
Experience
Founder & Wealth Management Advisor - Wallace Financial
May 2017 — Present · Lexington, KY, US
Education
The American College of Financial Services
RICP® - Retirement Income Certified Professional, Financial Planning and Services
Eastern Kentucky University
Bachelor of Business Administration - BBA, Finance
2014 — 2018
The American College of Financial Services
ChSNC® - Chartered Special Needs Consultant, Financial Planning and Services
2020 — 2021
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