DAVE RAMSEY
SMARTVESTOR PRO
The Heart of a Teacher
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!
alisha@wallcapitalgroup.com
(623) 242-6332 ext 2004
NEWS AND BLOG
At Mid-Year, Keep Your January 1st Pledges
Do you have a will, investing in education or building a Freedom Fund? Amid the heat of mid-summer, do you remember your New Year’s resolutions regarding your personal financial planning? How are you coming with your todo list? It seems like only yesterday that, in...
Overconfidence versus Consumer Confidence
One is a significant financial risk whereas the other is a financial guidepost One of the biggest obstacles on so many financial journeys is the inability to identify risk. That blindness to risk is due to a variety of reasons, but one of the most pronounced is...
Should You Change Your Investing Strategy?
There is no one-size-fits-all answer, but tactical shifting might make sense Wise investors alter their approaches as market cycles shift, from bull to bear to something in between. A consistent strategy might be far more risky than one that involves tactical shifts...
Executive meeting locations available in Paradise Valley, Mesa, and Tempe