About Us
Walla Street Wealth Management, Inc. was founded in 1999 by Timothy Walla, a CERTIFIED FINANCIAL PLANNER™, with the purpose of providing comprehensive financial planning, investment management, and risk management services for affluent individuals and successful small business.
Today, Walla Street Wealth Management, Inc. is recognized as one of the premier wealth management firms in the nation, and has received numerous local and national awards for its work in the financial planning and investment management industry.
As an independent firm, we are governed only by our commitment to provide our clients with purely objective financial guidance that is rooted in the academic, and to do so with honesty, integrity, and overall excellence. As the result of our commitment to clients, we have quietly attracted an exclusive clientele from coast to coast who values our focus on maintaining a level of advice and service that exceeds all expectations.
Independent Advice
Webster's Dictionary defines independent as being free from the authority, control, or influence of others. In our opinion, independence is the very foundation of a successful wealth management firm. Only with true independence can you be certain that the strategies or services recommended to you are the most competitive in the industry. We have no quotas to meet, no proprietary products to sell, and no hidden relationships with other companies that prevent us from working solely in your best interest.
Comprehensive Approach
We liken our comprehensive approach of wealth management to the direction of an orchestra, where each instrument serves a unique purpose and is led by a director who knows how to bring each instrument together to create a beautiful piece of music. In wealth management, we serve as your director to bring together the instruments of financial planning, investment management, and risk management to create a wealth plan that is custom designed to meet your objectives. Our clients have come to value our holistic approach and have found it to be most effective; when an individual does not coordinate these interrelated areas, they risk reducing or eliminating the effectiveness of their planning efforts.
Qualified Team
We have found that there is no substitute for the knowledge and wisdom that comes from having first-hand experience managing wealth. Led by Timothy Walla, a CERTIFIED FINANCIAL PLANNER™ and Investment Advisor, the advisory team at Walla Street Wealth Management, Inc. has a thorough understanding and working knowledge of the complex financial planning issues that our clients face today. Our advisory team members have achieved various advanced degrees and certifications, and are members of the major professional organizations that govern their respective industries. Through a combined effort, our team of professionals understands what it takes to manage wealth properly over the long term.
© 2009 Walla Street Wealth Management | site by WALLA
Securities and Advisory Services are offered through Ameritas Investment Corp. (AIC) Member FINRA/SIPC.
AIC and Walla Street Wealth Management, Inc. are independently owned and operated.
This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities and Insurance products are limited to residents of Arizona, California, Indiana, Kansas, Maryland, Michigan, Minnesota, Missouri, Nevada, and Washington. If information is requested, an associate from Walla Street Wealth Management, Inc. may contact you to provide such information.
The Ceritified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
AIC and Walla Street Wealth Management, Inc. are independently owned and operated.
This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities and Insurance products are limited to residents of Arizona, California, Indiana, Kansas, Maryland, Michigan, Minnesota, Missouri, Nevada, and Washington. If information is requested, an associate from Walla Street Wealth Management, Inc. may contact you to provide such information.
The Ceritified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.