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
Inflation Varies According to Your Age & Spending
The headline Consumer Price Index is important only as a general gauge What will inflation be in the coming years? The real answer is that it varies according to your age and spending patterns. Inflation wallops someone with kids in college, and might be hardly...
Summer of 2021, the Fed, Interest Rates & Me
Be prepared as rates will inevitably go up – whether that’s 2022 or 2023 A few days before the official start of summer on June 21st, Wall Street’s eyes and ears were on the Federal Reserve, and as expected, the FOMC made no changes to the fed funds rate or the pace...
Do You Have FOMO When it Comes to Investing?
Fear-of-missing-out is a very real emotion – but it can derail your portfolio Every day we’re bombarded with reports of what’s hot and what’s not – fueling a fear-of-missing-out (FOMO) on some great investment opportunity. Heck, there is even a new exchange traded...
Executive meeting locations available in Paradise Valley, Mesa, and Tempe