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 - Feb 2024The death of (traditional value)

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Latest Insights

Shibuya intersection

Shaking up corporate Japan

The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.

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Social Media

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From loud budgeting to girl math, here’s what you should know before taking financial advice from TikTok

TikTok has become one of the most popular sources for financial advice, particularly among Generation Z. However, “finfluencer” content often lacks sufficient disclosures, which can make it hard to tell if the information you are getting is accurate.

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Vacation solved: Make waves with a luxury yacht charter

Ready to set sail on your next adventure? Book your own private vessel. Ask me how with RBC Echelon services. Read more to whet your appetite:

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We discovered an emerging benefit of retirement that people are excited about: financial freedom. Let’s talk about what financial freedom means to you and how we can help you achieve it in retirement.