
K. Michael Wallace
Wallace Investments is a New York-based independent financial advisory firm founded by K. Michael Wallace. With over 30 years of experience, the firm offers personalized services in investment management, financial planning, tax preparation, and real estate consulting. Wallace Investments emphasizes client-focused strategies, aiming to maximize returns while minimizing risks. Their comprehensive approach includes retirement planning, estate planning, and wealth management, catering to a diverse clientele both in the U.S. and internationally.
14 Wall St 20th floor, New York, NY 10005