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 Monthly

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

Latest Insights

calculator and tax form

What you can do to mitigate tax surprises every year

Professional advice is essential for complex financial situations—a tax surprise can hit at any time.

Read more

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.

*Required fields

Social Media

See footer below for group’s social profiles >

Happy Valentine’s Day! Be sure to share your expressions of love with others today.

An economist's harrowing escape from fire, and her big ideas to rescue California from its insurance doom spiral.

This economist survived a wildfire. Now she's taking on California's insurance crisis

A former adviser to the U.S. Treasury Department and Federal Reserve is advocating for new insurance schemes and financial products to help California homeowners retrofit their homes and lower the risk of damage of future fires.

Read More
Social Security benefits and Supplemental Security Income (SSI) payments for more than 72.5 million Americans will increase 2.5% in 2025, the Social Security...

Social Security Announces 2.5 Percent Benefit Increase for 2025 | SSA

The SSA announced a 2.5% COLA increase starting in 2025. I am here to help you navigate these changes and plan for a more secure future.

Read More