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?

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

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 Cruze 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

Positioning a Portfolio for Additional Rate Hikes

Positioning a Portfolio for Additional Rate Hikes

What counts is how your money is invested now in anticipation of rate hikes At their recent March meeting, the Federal Reserve moved its fed funds target rate from near zero to a range of 0.25% to 0.50%. It was the first rate hike since 2018. But the Fed did three...

read more
Market Volatility Can Stir Your Loss Aversion

Market Volatility Can Stir Your Loss Aversion

At the foundation of your financial well-being lies your behavior Here is a statement that is bound to cause you to raise your eyebrows: Your long-term financial success depends less on the structure of your portfolio than on your ability to adapt your behavior to...

read more
IRS Makes Contribution Limit Changes for 2022

IRS Makes Contribution Limit Changes for 2022

Talk to your financial advisor to help create the best financial plan for you   The Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2022 has increased to $20,500, up from $19,500 for 2021 and 2020. From...

read more