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.

Strength 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 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

Latest Insights

Mountain reflection in water

Water: A key investable theme of 2024

How does water fit into an investment portfolio? Learn why this key theme continues to stand out for investors.

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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.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Social Media

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RBC and RBC Foundation USA announce a donation of $175,000 CAD to the Canadian Red Cross and the American Red Cross for Hurricane Beryl relief efforts in support of Caribbean and U.S. communities. The contribution will support emergency relief efforts, including shelters, hygiene kits and social support. An internal campaign was also launched to encourage employee donations. If you would like to support the relief efforts, please donate to the American Red Cross at www.redcross.org. #HurricaneBeryl #ReliefEfforts

9 Ways For Boomers And Gen-Xers To Test-Drive Their Retirement Plans

The leading edge of Generation-X and the youngest Baby Boomers are staring down a short road toward retirement. Some are starting to hear tales from those who have crossed over to the other side and wondering how they will hack life after work.

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Understanding the different types of second opinions - PinnacleCare

Better understand your options for a second opinion on a health care diagnosis. Read more: https://www.pinnaclecare.com/highlights/blog/second-opinions/

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