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    “We deliver an individualized retirement plan to each client to help them navigate retirement with security and confidence.”
    – Wallace Bennett
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    Our Firm

    Wallace Bennett, Senior Advisor

    Wallace Bennett is Founder and Senior Financial Advisor of Bennett Wealth Advisors. From the beginning, his guiding principle has been singular in focus: client’s financial needs and concerns come first. Wallace believes you should be financially independent and secure in your retirement years.

    As a Fiduciary Wallace employs a wide range of financial tools tailored to help clients navigate their retirement years with confidence. For over 17 years he has successfully helped individuals accumulate wealth by utilizing sound strategies to protect their assets from market volatility and create reliable retirement income. His insight and guidance has brought clarity and simplicity to his clients’ lives so they are free to pursue their goals and achieve a comfortable retirement with independence.

    Wallace is a graduate of Baylor University and holds both a securities and insurance license to better serve his clients with retirement planning, estate planning, tax efficient portfolio construction, and low volatility investment management. Wallace’s clients know he genuinely cares not only about their money, but also about their dreams and their families.

    Wallace has been married to his wife Christine for 29 years and they have three sons, two daughter-in-laws and two beautiful grandchildren. He and Christine are members of Upper Room Dallas and seek to live the principles of Christ in their daily lives.

    Contact us at info@bennettwealthadvisors.com or call us at (817) 472-8086 to further explore how we can help you achieve your better future.

     

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