DAVE RAMSEY

SMARTVESTOR PRO

The Heart of a Teacher

SmartVestor Logo - Wall Capital Group

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

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?

Being a Ramsey SmartVestor Pro is a title that Ramsey fans can look for to find service providers the Ramsey team endorses. That means we consistently meet Ramsey’s high standards of excellent customer service. Now, to be clear, the SmartVestor Pro title isn’t an indicator of industry know-how. It’s a symbol that proves we’ve earned Ramsey’s trust by being missional, coachable, and reliable. And speaking of trust—you should understand that we pay to promote our services as a SmartVestor Pro to receive clients. Click here for more information about our compensation and conflicts of interest.

  • 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
  • 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 RMA® on staff

    Call or email us today to schedule an appointment!

    Dave WallDave Wall, CIMA®,CFP®

    dave@wallcapitalgroup.com

    (623) 242-6332 ext 2002

    Schedule an Appointment with Dave

    Alisha WallAlisha Wall-Stocker, RMA®

    alisha@wallcapitalgroup.com

    (623) 242-6332 ext 2004

    Schedule an Appointment with Alisha

    NEWS AND BLOG

    Tips For Your Year-End Financial Planning Review

    Tips For Your Year-End Financial Planning Review

    Make your annual review more efficient and productive to improve next year    When you work with a financial advisor, then you know how important the year-end review is to the financial planning process. And given that you should be scheduling your year-end...

    read more
    Investors Need to Account For Rising Inflation

    Investors Need to Account For Rising Inflation

    A good rule of thumb is to assume inflation will be at least 3% every year   All investors would be well served to understand the latest Consumer Price Index data from the Department of Labor. Because inflation will impact your long-term retirement strategies....

    read more
    Tips To Control Frenzied Holiday Shopping

    Tips To Control Frenzied Holiday Shopping

    Take an organized approach to holiday shopping and actually enjoy it If advertisements and commercials are beginning to feature scenes of happy families, clad in brightly colored sweaters, gathered by a fire, surrounded by an assortment of presents, then the countdown...

    read more

    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