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 creating financial goals that are aligned with individual risk tolerance. 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.
Dennis has created a “Four Stage Investment Process”.
- The First Stage is the client risk comfort level.
- The Second Stage is selecting the appropriate asset classes.
- The Third Stage is selecting the appropriate investments within each asset class.
- The Fourth Stage is portfolio evaluation.
Dennis Wallace, AIF®
- (610) 436-8500
- (610) 436-9127
Dennis Wallace, Wealth Advisor of the Comprehensive Wealth Management Group, values supporting individuals and organizations that contribute to society in a positive and meaningful way. As a veteran of the United States Air Force, Dennis fully understands the importance of service to others. His dedication to service is reflected in both his work and lifestyle. As a member of Rotary International and former president of his local Rotary club, he gives of his time, talent and treasure in order to have an impact both locally and globally. Additionally, he has served on several non-profit boards. The Mayor of West Chester has presented him with the Key to the City, and he was also honored as Philadelphia’s Outward Bound Volunteer of the Year.
Director of Operations
Lorelei Danuser joined CWMG - Comprehensive Wealth Management Group in 2004. Since arriving, Lorelei has been at the center of activity for CWMG as the Director of Operations. Lorelei’s role is integral to the smooth and efficient operation of the practice. In addition to assisting each of the partners, she enjoys her personal contact with clients as well, meeting their needs on a professional, knowledgeable, and competent level.
Lorelei comes to CWMG with a rich and storied background. After attending the University of Illinois, Lorelei has been an Office Manager at numerous firms ranging from Printing to Real Estate to Sports Management. In addition, she has been a USTA Certified Tennis Teaching Professional, Gourmet Coffee Shop entrepreneur, substitute Teacher, Interior Decorator and Mother of two children.
Lorelei’s love for competitive tennis continues as she plays on multiple USTA Woman’s and Mixed tennis teams in the Philadelphia and Delaware area. Lorelei and her Husband, Steve, live in Glen Mills.
Christine Basilii joined CWMG - Comprehensive Wealth Management Group in February of 2013 as our Operations Associate. She helps process new accounts and servicing existing clients...plus everything in between.
Christine’s passion for Client service stems from her long-term background in listening and then connecting with people. Christine applied her Public relations and Marketing degree from Susquehanna University in the New York Advertising Industry for many years before relocating to Pennsylvania. As an Account Manager at a Montgomery County Ad Agency she managed the Iams Pet Food account before deciding to leave the industry to become a stay at home Mom.
Juggling all of her family’s activities could be a full-time job for Christine but CWMG is lucky to have her share her organizational talents with us. Christine resides in Downingtown with her husband Mark and their three sons. When she is not attending youth sports activities for her boys, she enjoys her favorite pastime sport, tennis, and vacationing with her family.
Janine Janick joined CWMG - Comprehensive Wealth Management Group in 2018 as our Operations Specialist and has been in the financial service industry for 10 years. Janine earned her degree from Harcum College. She is instrumental in servicing new and existing clients with account set-up, creating reports and ensuring that our clients have everything they need from their CWMG team.
Janine and her husband love to travel and lived in Europe for many years before returning to the United States. Through her extensive travel Janine developed a passion for cooking and loves to indulge her family with her latest creation! One of their favorite activities now is watching their son play college football. Janine and her family reside in Chester Springs, PA.
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.
The Comprehensive Wealth Management Group passionately supports our community. We believe that thoughtful growth happens through good work. As a 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, The Chester County Community Foundation and The West Chester Food Cupboard.
600 Willowbrook Ln, Suite 620
West Chester, PA 19382
Fax: (610) 436-9127