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

    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...

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    Afraid of a Stock Market Correction? Get a Plan

    Afraid of a Stock Market Correction? Get a Plan

    Lately it seems as if every client or potential client I see asks about the possibility of a looming market correction. Investors are loving these good times, but they're smart -- they know the market runs in cycles, and the good times can't last forever. The markets...

    read more
    Why a January Market Correction Might be Good

    Why a January Market Correction Might be Good

    Market corrections happen about once every 19 months – and we’re at 19 After the stock market’s fantastic growth in 2021, many believe a pullback (or even a correction) may be a healthy thing. Such a drop is not horribly painful, by historical standards, and smart...

    read more

    EMAIL

    advisors@wallcapitalgroup.com

    DISCLOSURES

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    PHOENIX

    2550 W. Union Hills Drive
    Phoenix, AZ 85027
    (623) 242-6332

    Executive meeting locations available in Paradise Valley, Mesa, and Tempe