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
How To Measure Your Portfolio in Uncertain Times
Making sure your investments help you towards your true life goals Too often during uncertain times, we inadvertently compare ourselves to the people around us – and that leads us to make financial mistakes. In his book Predictably Irrational: The Hidden Forces...
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...
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...
Executive meeting locations available in Paradise Valley, Mesa, and Tempe