Please note our Huntsville office has moved to 305 Quality Circle NW Suite B, Huntsville, AL 35806. New Phone Number: 256-217-9909
Cris Wallace, CERTIFIED FINANCIAL PLANNER™

Cris Wallace, CERTIFIED FINANCIAL PLANNER™

Get Started With Us In

Brentwood

320 Seven Springs Way, Suite 250

Brentwood, TN 37027

(615) 624-8049

Schedule a Consultation

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Meet the Your Financial Professionals

Cris Wallace

Cris Wallace, CFP®, ChFC®

Owner, President, and Financial Advisor
Rocket City Retirement Guy

Jennifer Wallace

Operations
Director

Graham Bauer

Graham Bauer

Financial Advisor

Alissa Bauman

Alissa Bauman​

Client Onboarding
Specialist

Casey Stout

Front Office Operations
Manager

Caleb Wallace

Digital Marketing Intern

Investment & Wealth Management in Huntsville AL

Let’s get you confident about your retirement.

At WG Financial Group, our main goal is to educate individuals and families so they can make better and more informed decisions about their retirement. Schedule your free visit below or give us a call at 615.624.8049

Insurance products are offered through the insurance business WG Financial Group. WG Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products.  The insurance products offered by WG Financial Group are not subject to investment Advisor requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. WG Financial Group has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Any media logos and or trademarks contained herein are the property of their respective owners and are not an endorsement by those owners of our firm. Your Retirement Matters on WVNN & WBHP are paid placements. 1897462-1/24