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®

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®

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>>

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>>

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>>

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

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EMAIL

advisors@wallcapitalgroup.com

PHOENIX

2550 W. Union Hills Drive
Suite 350

Phoenix, AZ 85027
(623) 242-6332

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