About
I am K. Michael Wallace, owner and advisor for an independently owned financial advisory company called Wallace Investments.
Wallace Investments are an International Financial Advisory company with offices in multiple jurisdictions over the world. Working with Wallace Investments gives me the ability to advise my clients in the United States as well as clients around the world.
Read MoreWe Can Make You More Money
K. Michael Wallace — 39 years of proven investment expertise. Audited 25% annualized returns. Zero losing months on the Robbins World Cup Advisor futures program across 3 consecutive years.
WHY WALLACE INVESTMENTS IS DIFFERENT
— K. Michael Wallace, Founder & CEO, Wallace Investments
Most financial firms operate in silos. Your investment advisor does not talk to your CPA. Your CPA does not talk to your insurance agent. Your insurance agent does not talk to your real estate advisor. The result? Conflicting advice, missed opportunities, and no clear direction for your financial future.
At Wallace Investments, we built the firm specifically to solve this problem.
Our clients have access to a fully integrated team — investment management, tax planning, real estate, and insurance — all working together toward one goal: your best financial outcome. Whether it is structuring a real estate purchase for maximum tax efficiency, aligning your insurance coverage with your investment portfolio, or coordinating retirement withdrawals with your CPA, every decision at Wallace Investments is made with the complete picture in mind.
One Team. Every Discipline.
Investment management, tax strategy, real estate, and insurance professionals collaborating under one roof — and coordinating with trusted outside specialists when needed.
We Pay for Your Tax Filing
Clients whose assets we manage receive complimentary tax planning and tax filing services — because investment strategy and tax strategy must be aligned to maximize your after-tax returns.
One Clear Direction
With multiple asset classes — stocks, real estate, insurance, bonds — you need one team giving you coordinated advice. We eliminate the confusion of conflicting recommendations from disconnected advisors.
Renovation & Home Improvements
Our affiliated contracting company handles renovations for investment properties, primary residences, and fix-and-flip projects across Long Island — keeping your real estate strategy fully integrated.
This is what makes Wallace Investments unique. We do not just manage your money — we manage your entire financial picture as one coordinated strategy.
Testimonials
Thank you for your prompt response and the help that you gave me. You always have a quick solution to any problem. What an excellent level of customer service!
Johnson. M.J.
It is not every day that you come across a passionate and trustworthy financial advisor. K. Michael has encompassed that really well and has provided us with the helping hand to dream that much more and make that dream a possible reality. Thanks K. Michael!
Tina White
In just 2 very short meetings with K. Michael he managed to find the solution personally catered to my situation and expectations.Punctual, well informed and very reliable.
