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

    Social Security: Is Your Age a Retirement Numbers Game?

    Social Security: Is Your Age a Retirement Numbers Game?

    When preparing for your retirement, think about how much income you may need each year to fund the lifestyle you want. To help maintain your living standard, you may need to save enough money to supplement other sources of retirement income, such as a company pension...

    read more
    Updating Your Will Can Contribute to a Relaxing Retirement

    Updating Your Will Can Contribute to a Relaxing Retirement

    Whether you are decades or months away from retirement, it may be prudent to review your will whenever there is a significant change in your family circumstances or finances. To stay current, revisit your will at least once every five years to help ensure your estate...

    read more
    Understanding Interest Rates and Your Financial Situation

    Understanding Interest Rates and Your Financial Situation

    When discussing bank accounts, investments, loans, and mortgages, it is important to understand the concept of interest rates. Interest is the price you pay for the temporary use of someone else’s funds; an interest rate is the percentage of a borrowed amount that is...

    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