The Traditional Wealth Strategy Is Dead
Traditional wealth strategy fails because it ignores your
Financial Genetic Code™—the inherited beliefs, trauma, and systemic cycles that shape your financial outcomes long before you ever make a decision.
My approach focuses on the
root cause, where most strategies never look.
When you work with me, you’ll unlock your Financial Genetic Code™ and finally break the cycle.
My Signature Solution:
The Seven-Stage Generational Wealth Model®
I don’t just manage money—I
re-engineer your financial life with a proprietary roadmap, transforming inherited limits into enduring, multi-generational affluence.
SECURE YOUR FOUNDATION
Generational Wealth Begins with Generational Knowledge® is my essential guide to The Seven-Stage Generational Wealth Model®.
In it, I share the blueprint I created to help break financial cycles and build lasting prosperity by:
- Identifying inherited money beliefs (the Financial Genetic Code™)
- Healing financial trauma and dismantling limiting paradigms
- Understanding internal and external barriers to wealth
- Building and protecting assets through estate planning, insurance, and long-term care
Available now on Amazon!
Your family’s future starts with what you learn today.
Let Dr. Wallace Guide You on an Effective Financial Journey to Establish Your Wealth Legacy.
For too long, financial advice has overlooked the behavioral barriers to prosperity. As a recognized financial strategist and behavioral finance educator, Dr. Wallace is ready to guide you on an effective financial journey to establish your wealth legacy.
Through his proprietary
Seven-Stage Generational Wealth Model® and groundbreaking work with
Project Transition Inc., he provides not just information, but
transformation, helping thousands transition from survival to sustainability.