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

    “Slow and Steady” or “Wild Market Ride”?

    “Slow and Steady” or “Wild Market Ride”?

    A Basic Measure of Your Risk Tolerance   Are you enticed by high-risk investments or are you a risk-averse investor? Most people fall somewhere in between these two extremes. To help you get a sense of your risk tolerance, circle the responses that best describe your...

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    Wondering Whether You Missed the Recovery?

    Wondering Whether You Missed the Recovery?

    Why long-term investing success is about time in the market, not timing It is only natural that investors would want to find some way to sit out bear markets and get back just in time for the next bull run. The belief that you can foresee the direction of the stock...

    read more
    3 Questions for Every Investor

    3 Questions for Every Investor

    Some financial advisors try to bowl you over with fancy language. Disarm them - and arm yourself for your future - with a few simple questions.   One complaint I hear as a financial advisor is that investment jargon - ETFs, P/E ratios, DRIP plans and other terms...

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    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