Wallace Fry, CFP

With over 40 years of experience in financial services, Wally is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. Wally’s extensive experience - throughout major shifts in the markets - enables her to help her clients structure balanced portfolios to address their specific financial goals. As a Financial Advisor, Wally helps manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, she helps clients develop and implement strategies for building wealth and realizing their goals. Wally’s mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for her clients. With an emphasis on continuing education, Wally has also obtained her CERTIFIED FINANCIAL PLANNER® practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, she was required to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies we use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.