TRANSPARENT INNOVATIVE WEALTH MANAGEMENT SOLUTIONS
Personal
Financial
Planning &
Wealth
Management
Institutional
Investment
Advisory
Services
OUR STORY
Wall Capital Group lives the values of our public safety professionals as fee-only fiduciary financial advisors. Founded and managed by former police and firefighters, we have 30 years’ experience serve the retirement investing needs of individuals, families and public safety professionals.
Our personal wealth management strategies carry the same unique perspective and low cost/high-value philosophy we provide public institutions. And with advisors vetted by Dave Ramsey serving the greater Phoenix area, we provide a high level of expertise.
OUR VALUES
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DISCIPLINEDWe follow a systematic approach and process to investing -
FIDUCIARYWe always act in our clients best interest -
TRANSPARENTWe educate our clients in clear everyday terms -
PASSIONATEWe hold a genuine enthusiasm for our clients -
FOCUSEDWe align our efforts to achieve your goals
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…
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…
Alisha Wall-Stocker
Investment Advisor Representative & Financial Planner
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.
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…
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…
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…
Ruth McKnight
Administrative Assistant
Ruth joined Wall Capital Group in August 2021 providing administrative support for our Phoenix office. Ruth graduated in 2019 from Western Governor’s University with a Bachelor’s in Accounting and Finance.
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…