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 - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Latest Insights

Runner catching their breath

Tariff pause: Reasons to exhale and get back to basics

We explain why the details associated with the tariff saga are less important than overall investment strategy, and why investors should think about their long-term strategic allocation as an anchor during periods of extreme volatility.

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.

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Social Media

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Help protect all the things you’ve worked hard to acquire from loss, like your homes, autos, watercraft, aircraft and collectibles. Ask me about our RBC Echelon partners that advise on risk management strategies for your multiple properties and high-end collectibles.

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.

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Disclosures
  1. RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee any debts or obligations of RBC Capital Markets, LLC. Credit ratings are not recommendations to purchase, sell or hold a financial position in as much as they do not comment on market price or suitability for a particular investor. Ratings are subject to revision or withdrawal at any time by a rating agency.
  2. Ratings (as of February 26, 2025) for senior long-term debt issued prior to September 23, 2018 and senior long-term debt issued on or after September 23, 2018, which is excluded from the Canadian Bank Recapitalization (Bail-in) regime.
  3. Ratings (as of February 26, 2025) for senior long term debt issued on or after September 23, 2018 which is subject to conversion under the Bail-in regime.
  4. Ratings outlook.

G. Scott Wallace is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, KS, KY, MD, MN, NC, NE, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV.

G. Scott Wallace, NMLS # 532957, Jacob H. Leddy, NMLS # 1402622, 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.

Jacob H. Leddy is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, KS, KY, MD, MN, NC, NE, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV.

Matthew Wallace is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, KS, KY, MD, MN, NC, NE, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV.

Read additional advisor disclosures.