WALLACE HART

wallace-hart-logo

Wallace Hart provides investment management, estate planning, cash flow analysis, risk management, taxation & retirement planning services.

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WALLACE HART

Social Links:

Industry:
Advice Financial Services Retirement Risk Management

Founded:
2017-01-01

Address:
Lexington, Kentucky, United States

Country:
United States

Website Url:
http://www.wallacehart.com

Total Employee:
1+

Status:
Active

Contact:
+1-859-300-3030

Email Addresses:
[email protected]

Technology used in webpage:
Domain Not Resolving Google Maps Cloudflare Hosting Cloudflare JS CDN JS Ruby On Rails Google Analytics Event Tracking Phusion Passenger Rack Cache Phusion Passenger Enterprise


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More informations about "Wallace Hart"

Homepage | Wallace Hart Capital Management

Lexington, Kentucky based fiduciary investment advisor that focuses on wealth planning, investment management, retirement planning and many more financial servicesSee details»

Your Dedicated Team - Wallace Hart Capital Management

Mary brings a wealth of experience and expertise to our organization. With over a decade of experience as an Administrative Assistant, she will provide exceptional support and โ€ฆSee details»

About | Wallace Hart Capital Management | Lexington, โ€ฆ

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, โ€ฆSee details»

Wallace Hart - Crunchbase Company Profile & Funding

Organization. Wallace Hart . Connect to CRM . Save . Summary. People. Technology. Signals & News. Similar Companies. ... Contact Email โ€ฆSee details»

Home - Wallace Hart Momentum Fund

Our singular focus is to provide income preservation and capital appreciation to our investors in every market environment. We strive to capture significant upside during up-markets and โ€ฆSee details»

Wallace Hart Capital Management | LinkedIn

M. Andrew Hart, CFP® Founder and Chief Planning Strategist at Wallace Hart Capital ManagementSee details»

Wallace Hart Capital Management - Overview, News & Similar

Who is Wallace Hart Capital Management. With a careful capital management approach to seek to preserve and enhance wealth, our clients can confidently pursue their passions in life, knowi โ€ฆSee details»

Wallace Hart LLC (Lexington) | Adviser Rankings - wallmine

Wallace Hart LLC is a large advisory firm based in Lexington. It manages $160 million of regulatory assets for 569 client accounts. It has been registered with the SEC as an adviser โ€ฆSee details»

Strategy - Wallace Hart Momentum Fund

Founded in 2017, Wallace Hart Capital Management is an alternative investment manager with expertise in equity investing, quantitative strategies and wealth management. We believe that โ€ฆSee details»

What We Do And How We Can Help - Wallace Hart Capital โ€ฆ

Jan 24, 2020 By Jeremy Wallace & Andrew Hart Some days, it probably feels like a lot is working against you as you strive to grow your wealth and set it up to endure. Whether itโ€™s โ€ฆSee details»

Team - Wallace Hart Momentum Fund

Jeremy has nearly two decades of experience. He has worked at UBS Financial Services and Merrill Lynch. With a degree in International Economics from Emory University, and a โ€ฆSee details»

For this letter, weโ€™re... - Wallace Hart Capital Management

Jan 23, 2020 For this letter, weโ€™re going to look back at what shaped the markets in the 2010s โ€“ and what lessons we should take with us into the โ€˜20s....See details»

We work together to... - Wallace Hart Capital Management

Jul 22, 2022 We work together to support each other, augment each other and care for each other, leading to better support and care for our clients.See details»

Wallace Hart was founded... - Wallace Hart Capital Management

Sep 22, 2021 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, โ€ฆSee details»

Strategies - Wallace Hart Capital Management

The Wallace Hart investment approach is focused on absolute return across market conditions. We focus on a range of strategies for different stages of your long-term investment horizon:See details»

We believe two of our... - Wallace Hart Capital Management

Sep 11, 2020 We believe two of our most important responsibilities are to keep you informed about whatโ€™s going on in the markets and prepared for what may come in the...See details»

Performance - Wallace Hart Capital Management

Disclosures. The performance results shown are those of a model portfolio based upon Wallace Hartโ€™s proprietary investment strategy. The performance results are presented โ€œnetโ€ of Adviser โ€ฆSee details»

10 Principles of Effective Organizations - Harvard Business Review

Aug 8, 2022 The author identifies 10 research-backed principles from the field of organization development to guide companies: 1) Encourage cooperation, 2) organize for change, 3) โ€ฆSee details»

Get Started - Wallace Hart Capital Management

Jeremy has nearly two decades of experience. He has worked at UBS Financial Services and Merrill Lynch. With a degree in International Economics from Emory University, and a โ€ฆSee details»

Working with a trusted... - Wallace Hart Capital Management

Working with a trusted partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, itโ€™s our...See details»

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