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The Wallace Group

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Sign in Important information
Home
About
Offerings
Retirement planning
Business owners
- Business owner financial services
- 401(k) plan reviews for employers
Research
- Market commentary
- Insights
Contact

Personalized wealth management

We have extensive experience in wealth management planning and investment management, in addition to utilizing internal professionals with the expertise required for a successful and personalized wealth plan. This, in conjunction with working alongside your attorney or accountant creates a holistic approach to wealth management that grows and changes as your needs and goals do.

<p>Neither RBC Wealth Management, a division of RBC Capital Markets, LLC (“RBC WM”), nor its affiliates or employees provide legal, accounting or tax advice. All legal, accounting or tax decisions regarding your accounts and any transactions or investments entered into in relation to such accounts, should be made in consultation with your independent advisors. No information, including but not limited to written materials, provided by RBC WM or its affiliates or employees should be construed as legal, accounting or tax advice. </p>

It all starts with you

RBC Wealth Management (Investments, Banking*, Credit & Financing, Custody, Estate & Trust Services, Insurance & Annuities, Other WM Solutions, Other RBC Business Partners) Your primary relationship manager will work wit you to evaluate your needs, customize your strategy implement your plan and review and help provide management. You, your family, your business.

*Banking products and services are provided by affiliate banks.

G. Scott Wallace, NMLS # 532957, and Matthew Wallace, NMLS # 1847002 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, G. Scott Wallace, NMLS # 532957, and Matthew Wallace, NMLS # 1847002 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

The Wallace Group

Phone: 240-495-3382

G. Scott Wallace, CFP®, CPFA®, CRPC®

Managing Director - Financial Advisor,
Senior Portfolio Manager

Phone: 240-495-3382
Cell: 240-495-3382

Matthew Wallace, CFP®, CRPC®

Associate Vice President - Financial Advisor

Phone: 410-573-6743
Cell: 240-927-1890

Joan Livingston, APP

Senior Business Associate

Phone: 410-573-6731
Cell: 443-534-7332

Address

Annapolis
1906 Towne Centre Blvd., Suite 375
Annapolis, MD 21401
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