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
  • 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 - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

Latest Insights

Umbrellas

Nothing new about September slides for stock markets

Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.

Read more

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