Town Square Consulting and Wealth Management Welcomes New Partner
Fairhope, AL — August 30th, 2024 — Town Square Wealth Management & Consulting is pleased to announce the addition of Jake Wallace as their newest Partner. Mr. Wallace, who has been a prominent figure in the Financial Services Industry since 2011, will bring his extensive expertise and Wall Street background to the firm. Mr. Wallace is a Certified Financial Planner® professional and a Certified Exit Planning Advisor , specializing in comprehensive financial planning for families, and providing strategic guidance to small business owners.
His unique blend of skills and experience enhances Town Square's commitment to delivering exceptional financial strategies and planning services. “Jake Wallace is a tremendous addition to our team,” said Clint Martin, Founder and Managing Principal of Town Square Wealth Management & Consulting.
“Jake and I have a shared common vision in delivering honest, independent advice to our clients.” With a background that includes stops in Boston, Southern California, and New York City, Mr. Wallace is well-equipped to offer high-level financial strategies and personalized advice. His appointment underscores Town Square’s dedication to expanding its expertise and enhancing the value it provides to clients."
“I am excited to join Town Square and contribute to its mission of delivering tailored financial solutions,” said Jake Wallace. “The firm’s reputation for excellence and its commitment to client success align perfectly with my professional values and goals. I look forward to collaborating with the talented team and serving our clients with the highest level of financial planning.”
About Town Square Consulting and Wealth Management Town Square Wealth Management & Consulting is located in Fairhope, Alabama. The firm works with individual, family, small business, and Institutional clients such as Non-Profits, Foundations, and Endowments. Investment Advisory Services offered through Capital Square LLC, a Registered Investment Advisor.
Media Contact: Clint Martin Managing Principal Town Square Wealth Management & Consulting LLC
251-929-9444 clint@townsquareconsulting.com www.townsquareconsulting.com
