TRANSPARENT INNOVATIVE SOLUTIONS

Personal

Financial

Planning

Wealth

Management

Services

 

Personal

Financial

Planning

Wealth

Management

Services

 

OUR STORY

Wall Capital Group is a fee-only Registered
Investment Advisory firm and serves as a fiduciary to all our clients. We have 30 years’ experience and provide Personal Financial Planning and Wealth Management Services to individuals and families.

Our personal wealth management strategies carry a unique perspective and low cost/high-value philosophy. Two of our advisors have been vetted by Dave Ramsey and currently serve the greater
Phoenix area.

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OUR VALUES

OUR TEAM

David J Wall, CIMA®,CFP®

David J Wall, CIMA®,CFP®

Founder and President

Dave founded Wall Capital Group while serving as a full-time detective for the Addison Police Department, growing the portfolio to over $1B invested… more>>

 

Alisha Wall-Stocker

Alisha Wall-Stocker

Vice President

Alisha brings over eight years of experience as General Manager for multiple limited service hotel brands and as administrative support in the Office of Academic Records for Grand Canyon University.. more>>

William B Galgan, CRC®

William B Galgan, CRC®

Vice President

Bill, the recently retired Fire Chief of the Calumet City Fire Department, was a 14-year trustee of the Calumet City Firefighters Pension Fund and currently serves as Treasurer for the IPPFA’s Board of Directors after serving as a member for 22 years… more>>

Joel Truemper

Joel Truemper

Investment Advisor Representative & Financial Planner

Joel served on the Naperville Police Pension Board for 16 years and IPPFA’s Board of Directors for 11 years and specializes in creating personal financial plans for individual clients… more>>

Nathaniel D Wall

Nathaniel D Wall

Director of Operations and Trading

Nate is licensed by the State of Arizona for Life Insurance and Annuities and is responsible for operations, trading, and client support for our Illinois Public Funds clients… more>>

Barbara Bobbitt

Barbara Bobbitt

Office Manager

Barb has completed the Financial Paraplanner Qualified Professional™ designation, earned from the College for Financial Planning, and is responsible for client service and back office support for our team… more>>

W Richard Mason, JD

W Richard Mason, JD

Compliance Consultant

Richard‘s lengthy career in the investment industry includes serving as CCO and General Counsel for Madison Investment Advisors and Associate General Counsel for the Investment Company Institute… more>>

Talena Krull

Talena Krull

Administrative Support

Talena joined Wall Capital Group in January 2022 providing administrative support. She received her Bachelor of Arts degree in Sociology from Canisius College in Buffalo, New York in 2004… more>>

 

CONTACT US

CLIENT LOGIN

Schwab Advisor Services has championed innovative ways for advisors to deliver an exceptional experience to their clients.
Open the Client Web Portal to review your account, view reports, and upload documents to Wall Capital Group.

EMAIL

advisors@wallcapitalgroup.com

DISCLOSURES

Relationships

PHOENIX

2550 W. Union Hills Drive
Phoenix, AZ 85027
(623) 242-6332

SOCIAL

Executive meeting locations available in Paradise Valley, Mesa, and Tempe