Welcome

Every client’s financial situation is unique. Our mission is to understand you and what matters most to you. We take the time to ask questions, listen carefully and understand exactly where your wealth stands today and where you’d like it to be tomorrow.

At The Wallace Group, we help you design and implement a personalized wealth management plan based on your specific goals and risk tolerance. We work with clients both locally and across the country in many facets of wealth and investment management. As a multidisciplinary team, we provide strategic planning for business owners and entities as well as multigenerational planning for families. We are here to help you navigate each financial stage of your life, from wealth accumulation to wealth transfer.

Advice you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Latest Insights

Man looking at financial data

The push and the pull of U.S. earnings

Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.

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Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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Social Media

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How the National Debt Affects Your Investments

The national debt and deficit continue to rise. Should investors worry? Fixed Income Portfolio Manager Atul Bhatia says the sky isn’t falling and investors should refrain from repositioning their portfolios. Read more about Atul’s approach:

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The spring issue of ProsperUS magazine is packed with tons of great content on alternative and impact investing, gift ideas, team-building tips and more. https://www.rbcwealthmanagement.com/assets/wp-content/uploads/documents/prosper-us-spring-2024.pdf

New Rules for Inherited IRAs: What You Need to Know

Learn more about the changes to the SECURE Act, and some of the rules related to inherited IRAs.

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