DAVE RAMSEY

SMARTVESTOR PRO

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

North & West Phoenix Region

Dave Wall

dave@wallcapitalgroup.com

(623) 242-6332 ext 2001

Alisha Wall-Stocker

Administrative Support

alisha@wallcapitalgroup.com

(623) 242-6332 ext 2004

Joel Truemper with Rachel Cruze, Dave Ramsey’s Speakers Group

North & South Phoenix Region

Joel Truemper

joel@wallcapitalgroup.com

(623) 242-6332 ext 2008

Barbara Bobbitt

Administrative Support

barb@wallcapitalgroup.com

(602) 524-5135

NEWS AND BLOG

“Slow and Steady” or “Wild Market Ride”?

“Slow and Steady” or “Wild Market Ride”?

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...

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Wondering Whether You Missed the Recovery?

Wondering Whether You Missed the Recovery?

Why long-term investing success is about time in the market, not timing It is only natural that investors would want to find some way to sit out bear markets and get back just in time for the next bull run. The belief that you can foresee the direction of the stock...

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