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.
OUR VALUES
OUR TEAM
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, RMA®
Vice President
Alisha joined Wall Capital Group in December 2018 providing support for our Phoenix office. Alisha has successfully completed the Series 65 FINRA examination, becoming a Registered Investment Advisor Representative, and is Certified as a Retirement Management Advisor® (RMA®) by the Investments & Wealth Institute. more>>
James Stocker
Portfolio Analyst
James provides comprehensive administrative and analytical support for Wall Capital Group’s operations. He manages client onboarding, account setup, and serves as the initial point of contact for prospective clients. James combines technical expertise with client service, helping to build computer models that support the firm’s investment strategies and generate portfolio recommendations.more>>
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>>
Nathaniel D Wall
Director of Operations and Trading
Nate is responsible for operations, trading, and client support for our clients, with particular focus on services for our individual financial planning clients in the high net worth market. more>>
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>>
CONTACT US
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