Dennis M. Wallace is a trusted wealth advisor and member of The Comprehensive Wealth Management Group. As a wealth advisor, he provides independent, fee-based, wealth management and financial planning services. Dennis provides exceptional client service while helping clients create financial goals that match their tolerance for risk. He has extensive experience in the financial services field, holding securities registrations 6, 7, 22, 63, 65 through LPL Financial and has been named a Five Star Wealth Manager every year since 2012.
What We Do
Our TeamYou've worked hard for your retirement. You deserve to have an advisor that will provide perspective on your personal finances and your long-term goals.
Words to Live By
ResourcesYou'll find a wealth of content to inform and help educate - dozens of articles, an extensive list of financial calculators, and a glossary of financial terms.
At The Comprehensive Wealth Management Group we passionately support our community. We believe that thoughtful growth happens through good work. As part of our commitment to do good in our community and the world at large we support Rotary International, Outward Bound Philadelphia, Hands Across the Sea and The Chester County Community Foundation.
600 Willowbrook Ln, Suite 620
West Chester, PA 19382
Fax: (610) 436-9127