Our Process

Ivie and Wallace is the nation’s leader in configuring sustainable wealth solutions. Implementation of a structural model that uses principles and strategies that align and measure all your financial decisions throughout your financial lifetime. Your team reviews your design that ensures all your financial decisions and products are working properly to mitigate errors and omissions.
Understanding your financial present position

Discover our process-driven system that achieves your financial goals

Implement recommendations based on your financial model

Put your money to work, create new income, eliminate wealth erosion


Contact Us





  • Not Guaranteed
  • Microeconomic
  • Product vs. Process
  • Market Risk


  • Contractual Guarantees
  • Increased Retirement Income Streams from Assets
  • Higher Actual Rate of Return
  • No Pocket Outlay
  • No Increased Risk