Our Services

Financial Planning

As your wealth grows, life doesn’t get more simple, it gets more complex. You may find yourself asking questions like, “Will I have enough?” or “What steps should I be taking?” or “Am I doing what is best for my family?”. If you want to know the answers, then Our Team can help.

As Certified Financial Planner™*, Certified Financial Educator®*, Certified Employee Benefit Specialist™**, and National Social Security Advisor™* professionals, we understand the complex financial issues that you face today, and we have more than 50 years of experience in customizing comprehensive financial strategies designed to help achieve your goals.

*Timothy Walla, CFP, CFEd, NSSA
**Kenyon Wells, CEBS

  • Tax Planning

  • Retirement Planning

  • Estate Planning

Schedule a call with us today!

Investment Management

At Walla Street Wealth Management, Inc., our investment team has earned an impeccable reputation for portfolio design and risk-controlled investing. As one of the nation’s leading independent wealth management firms, we take our role as your Investment Adviser seriously.

We take a pro-active approach to portfolio design by customizing each portfolio utilizing low-expense, tailored strategies that focus on delivering stability, consistency, protection, and growth.

  • Risk-controlled

  • Low-expense

  • Tailored strategies

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Insurance
Management

At Walla Street Wealth Management, Inc., we realize that protecting your wealth isn’t as exciting as growing your wealth, but “It’s not about what you make, it’s about what you keep.” For this reason, having an optimized insurance strategy is an essential component in any successful financial plan.

As you encounter both expected milestones such as getting married, having children, or buying a home as well as any unexpected difficulties such as an accident, an illness or, a divorce, having an optimized insurance strategy will help to protect your assets for a secure future.

  • Life Insurance

  • LTC Insurance

  • Health Insurance

  • Disability Insurance

  • Medicare Supplement Insurance

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What our clients are saying about Walla Street*

  • "We started with Estate Planning, but were so impressed with the experience that we added Retirement Planning and also moved our investments. One of the best financial decisions we've made yet."

    — Richard B. (9/29/2022)

  • "I was originally referred to Walla Street when I needed to rollover my 401(k). After 20+ years and 3 more rollovers, I couldn't be happier with my results."

    — John M. (4/28/2023)

  • "You all are brilliant! I'm so happy with my investments and so thankful for everything you've done for me. You try to steer me in the right direction."

    — Anne K. (4/28/2025)

  • "As an anxious investor, I have immense gratitude for the depth of attention and respect that I've received from Walla Street. Your attention to my safety has delivered results above my expectations. Thank you!"

    — Vickie M. (6/4/2025)

  • "An innovative and client-centered approach, combined with untouchable integrity, makes Walla Street the best place for my retirement savings. Highly recommend."

    — Carlo S. (11/8/2022)

  • "We've used them for 10+ years now and appreciate how they are innovative, communicative, and feel like true partners in our family's financial journey. We couldn't recommend Walla Street more."

    — Michael P. (11/8/2022)

  • "We had another advisor for years, but recently made the change. Walla Street took the time to listen, understand, and advise us with the best strategy to be successful."

    — Dawn S. (11/11/2022)

  • "I've worked with Walla Street on investments, retirement, and estate planning. They've been very helpful, patient, and can make complex financial issues easier to understand. Would definitely recommend."

    — Amy N. (6/29/2023)

  • "These guys have delivered stable, consistent results. I'm finally getting the proactive investment management that I wanted."

    — Joseph L. (2/10/2022)

*These statements are testimonials by clients of the financial professionals. These clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonials.

Timothy Walla has been named a Five Star Wealth Manager for 4 years in a row

For more information about these awards: https://cloud.content.ameritas.com/ratings-and-awards

Why work with Walla Street?

You'll discover the Walla Street experience to be clearly different.

We advise our clients at each stage of life through an innovative and customized financial process that optimizes your tax, investment, retirement, and estate objectives.

We partner with you

No outdated industry practices or generic model portfolios. We tailor each financial solution to your unique financial situation.

Tailored to your needs

Our team has earned an impeccable reputation for advanced portfolio design and risk-controlled investment strategies that deliver stability, consistency, protection and growth.

Innovation that gets results

If you're looking for innovative ways to plan for both growth and protection, then you're in the right place.

Schedule a call with us today!

Walla Street Wealth Management, Inc.

8102 West 131st Court, Overland Park, Kansas 66213

913-543-3836 | contact@wallastreet.com