About Jade Phoenix
A wealth management firm built on the principles of integrity, education, and generational legacy.
The Meaning Behind the Name
Jade represents wisdom, balance, and growth. In many cultures, it is a stone of protection and prosperity, symbolizing the steady accumulation of wealth and character.
Phoenix symbolizes rebirth, resilience, and rising above challenges. It represents our commitment to helping clients rebuild, strengthen, and elevate their financial standing, no matter their starting point.
Together, Jade Phoenix Financial stands as a guardian of your legacy—wise, enduring, and ever-rising.
Our Core Values
We don't just manage money; we build relationships based on trust, transparency, and a genuine desire to see you succeed.
Protection First
We prioritize the safety of your assets and income above all else. Security is the foundation of wealth.
Strategic Growth
We build customized game plans that align with your specific goals, timelines, and risk tolerance.
Family Focus
We believe in constructing financially secure households and teaching the next generation through our youth programs.
Excellence
We strive for the highest standards in service, education, and ethical conduct in everything we do.
Connect With B. Wallace
Explore more about our founder's philosophy, educational resources, and community initiatives through these dedicated channels.