Network·Venture Capital

Wall Capital Group, INC.

Unclaimed

📍 PHOENIX, AZ

Venture Capital
www.wallcapitalgroup.com

SEC CRD #801-41815

About

Wall Capital Group | Fee-only fiduciary financial advisors, overseeing investment for families and individuals. Select Page TRANSPARENT INNOVATIVE SOLUTIONS Personal Financial Planning Wealth Management Services Personal Financial Planning Wealth Management Services OUR STORY Wall Capital Group is a fee-only Registered Investment Advisory firm and serves as a fiduciary to all our clients. We have 30 years experience and provide Personal Financial Planning and Wealth Management Services to individuals and families . Our personal wealth management strategies carry a unique perspective and low cost/high-value philosophy. Two of our advisors have been vetted by Dave Ramsey and currently serve the greater Phoenix area. OUR VALUES FOCUSED April 30, 2018 PASSIONATE April 30, 2018 TRANSPARENT April 30, 2018 FIDUCIARY April 30, 2018 DISCIPLINED April 30, 2018 OUR TEAM David J Wall, CIMA®,CFP® Founder and President Dave founded Wall Capital Group while serving as a full-time detective for the Addison Police Department, growing the portfolio to over $1B invested more Alisha Wall-Stocker, RMA® Vice President Alisha joined Wall Capital Group in December 2018 providing support for our Phoenix office. Alisha has successfully completed the Series 65 FINRA examination, becoming a Registered Investment Advisor Representative, and is Certified as a Retirement Management Advisor® (RMA®) by the Investments Wealth Institute. more James Stocker Portfolio Analyst James provides comprehensive adminis

Key Contact

WR

W RICHARD MASON

COMPLIANCE CONSULTANT

📞 (623) 242-6332

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Geographic Focus

phoenixarizona

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AUM

$295M

Location

PHOENIX, AZ

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