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 - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  Read the Global Insight Monthly »

Latest Insights

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Redder: Updating our U.S. Recession Scorecard

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

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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 Wealth Management Survey Shows Increasing Investor Interest in Responsible and Impact Investing - ESG News

Read more about our 2024 Responsible Investing Survey and how investors want access to more information – including ESG data – to construct portfolios that reflect their values and financial objectives. https://esgnews.com/rbc-wealth-management-survey-shows-increasing-investor-interest-in-responsible-and-impact-investing/

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Scaling versus Catalyzing: A Choose-Your-Own-Adventure for Impact Investors | Arabella Advisors

Have you customized your plan for higher-caliber impact investing? Learn some options here: https://www.arabellaadvisors.com/blog/scaling-versus-catalyzing-a-choose-your-own-adventure-for-impact-investors/

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Let's always remember that our freedom today is largely due to the valor of those who have fallen. This Memorial Day let's honor them by living fully the life they protected at the cost of their own. Thank you.