Our Team's Mission to You

Our mission is to impact our community by providing customized and honest financial advice to all of our clients.  We accomplish this by applying the principles of trust, respect, integrity, confidentiality and commitment when helping our clients build and protect their wealth while exceeding individual aspirations.

To learn how Greg and his team can help you, visit his professional page.

Greg B Wallace, RICP®

Wealth Management Advisor

Job Benefits 101: What to Look for When You Start With a New Employer

Your salary isn’t the only thing that counts toward your compensation. Here are the job benefits to look for.

How to Protect Yourself After the Equifax Data Breach

A breach at the credit reporting firm Equifax has compromised millions Americans’ personal information. Here’s what to do if you’re at risk.

Invest with Confidence

Watch this short video to learn why it’s important to spread your investments across various asset classes.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck