W. Allen Wallace


Chief Investment Officer
Founding Partner


I have been a personal financial planner and wealth advisor for over 20 years. I have broad experience in creating and implementing personal financial planning and investment strategies that are unique and customized for each client. 

In my role as Chief Investment Officer, I am tasked with overseeing the implementation of our entire Wealth Management Process. 

I love to learn and spend my time reading old books and watching documentaries. I also love to teach and take every opportunity to share the knowledge I have been lucky enough to accumulate, especially with my children. 

Allen writes frequently for Basepoint Wealth. Read his commentary.

W. Allen Wallace


Cedar Rapids, Iowa