• We build
    true wealth

    Our passion is to uncover what is truly important to you.

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  • Process-Driven
    Strategies

    Our disciplined investment strategies are designed to meet a variety of goals & objectives.

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  • 5 Star Award
    Winner

    The Harrison Wallace team is honored to be a select group to be awarded the 5 Star Wealth Manager award for the 4th year.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Our teams of analysts and money managers have designed unique and relevant strategies for every kind of investor. Learn More

Risk Management

Risk Management is identifying the exposures that exist in the event of a disability, premature death or extended health care need to your family situation. Learn more

Tax Planning

Tax Planning is the process of reviewing how you are currently utilizing tax deferred, tax exempt and tax favored strategies. Learn more

Wealth Planning

Wealth planning is defining your goals, determining what you’re currently doing to reach those goals and what obstacles are getting in your way. Learn more

Estate Planning

Estate Planning is the process looking at the current distribution and potential estate tax liability of your assets in the event of your passing. Learn more

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Personalized Wealth Management

Harrison Wallace Financial Group’s mission is to cultivate a long-term relationship built on confidence, integrity and trust by providing the highest-quality objective advice that focuses on each client’s unique goals. We incorporate a sophisticated, comprehensive wealth management approach with a solution-based game plan.

At Harrison Wallace Financial Group, we’re committed to delivering on our word. That’s why you’ll benefit from the Harrison Wallace Financial Group team’s goal of delivering our mission, vision and core values to our clients daily. We are a wealth management firm based in Libertyville, Illinois serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Harrison Wallace Financial Group help you on your True Wealth journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Location

Headquartered in Libertyville, Illinois, Harrison Wallace Financial Group provides the highest level of service for our local and national clients. Contact us today to speak with a wealth advisor or financial professional nearest you.

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Insights

Harrison Wallace’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Market Commentary
Weekly Market Commentary April 24, 2017

In the thick of earnings season, markets swayed with a flurry of mixed reports from banks and industrials. For the week, the S&P 500 climbed 0.9%. The MSCI All Country World Index (ACWI), which includes U.S. and international stock markets, rose 0.6%, and the Bloomberg U.S. Aggregate Bond Index was unchanged. After a recent rally, oil fell sharply, dropping 7% last week. Read more

Blog
How to Set up a Trust

Published by Beth Schanou, Director of Wealth and Estate Planning

A trust can be a necessary tool for an estate plan. But, you may ask, what is a trust? Put very simply, a trust is created with a formal legal document to manage assets for beneficiaries. The trust is created by a person called the Settlor or Grantor, and a Trustee is appointed to follow the rules of the trust for management of the trust and its assets for the beneficiaries’ benefit. Read more

2017 Q2 Market Outlook Video
Video
2017 2nd Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Wealth Advisor. Read more

Monthly Newsletter
April Monthly Newsletter: 86% of Americans Are Stressed ...

A recent, nationwide survey of approximately 1,000 adults found that 86% of those surveyed indicated they are experiencing stress relating to their finances.[1]  Why is this important? According to that same survey, nearly half of those who indicated they are experiencing financial stress believe their stress hinders their ability to make financial decisions. Read more

News
3 Key Financial Events to Watch In 2017

Published By Brett Carson

Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. Read more

Infographic
Long-Term Care

Do you know someone who has recently been dignosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia. Read more

Whitepaper
Long-Term Care

Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for the physical, financial and emotional impact of Alzheimer’s or dementia.

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    Blog post
  • What’s in Your Wallet? A Powerful Portfolio Management Tool

    Published by Rob Furlong

    When considering portfolio management tools many people think about complex spreadsheets or Bloomberg terminals flashing red and green stock quotes all day. While these are necessary, they are far from the most significant tool. I carry my most powerful portfolio management tool in my wallet: a library card. Read more

    Weekly Market Commentary
  • Weekly Market Commentary April 17, 2017

    Geopolitics, earnings and inflation news dominated the global investment environment this week. While earnings news was generally positive, higher geopolitical risk and inflation helped push U.S. markets lower. The S&P 500 fell 1.1% through Thursday and the Dow Jones Industrial Average dropped 1.0%. The NASDAQ slid 1.2%. Read more