The Heart of a Teacher,
Not the Attitude of a Salesman
Wall Capital Group is honored to be a Dave Ramsey SmartVestor Pro serving the greater Phoenix area and Yuma. Dave Ramsey is a nationally syndicated radio talk show host, author and personal finance expert.
Our SmartVestor Pro Team
Dave Wall founded Wall Capital Group, as Wall & Associates, while serving as a full-time police detective for the Addison Police Department focused on financial crimes.
Since it’s founding in 1990, he has grown the portfolio to over $1B invested. Dave has over 10 years of experience as a public fund trustee, and 15 years serving as a board member of the Illinois Public Pension Fund Association (IPPFA).
Joel Truemper has spent the past 8 years educating families and individuals on Dave Ramsey’s principles and his 7 Baby Steps to Financial Freedom.
In 2011, Joel began leading Dave Ramsey’s Financial Peace University classes and took on the Legacy Journey program after its inception. He has led 12 Financial Peace University classes and seven Legacy Journey classes, sharing his experience in the industry and passion for helping others.
Why Use a SmartVestor Pro?
The markets can be volatile, triggering emotions that result in irrational decisions. Your SmartVestor Pro advisor serves as a voice of reason during those difficult times, seeking to help you accomplish your financial goals.
What does it mean to be a SmartVestor Pro?
- We agree to the Dave Ramsey SmartVestor Code of Conduct
- We have been vetted by the Ramsey team of experts
- We provide objective, transparent and refreshing wealth management and financial planning advice
- We truly care about your future
Why Wall Capital Group?
- We are an acknowledged fiduciary
- We are an independent, fee-only financial advisory firm
- We have 30 years’ experience in the financial services industry
- We have a CFP® and CFP® candidate on staff
Call or email us today to schedule an appointment!
Dave Wall with Rachel Cruz and Dave Ramsey
Joel Truemper with Rachel Cruze, Dave Ramsey’s Speakers Group
NEWS AND BLOG
Be prepared as rates will inevitably go up – whether that’s 2022 or 2023 A few days before the official start of summer on June 21st, Wall Street’s eyes and ears were on the Federal Reserve, and as expected, the FOMC made no changes to the fed funds rate or the pace...
Fear-of-missing-out is a very real emotion – but it can derail your portfolio Every day we’re bombarded with reports of what’s hot and what’s not – fueling a fear-of-missing-out (FOMO) on some great investment opportunity. Heck, there is even a new exchange traded...
A Basic Measure of Your Risk Tolerance Are you enticed by high-risk investments or are you a risk-averse investor? Most people fall somewhere in between these two extremes. To help you get a sense of your risk tolerance, circle the responses that best describe your...