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.
Tax Planning
Retirement Planning
Estate Planning
Investment Management
At Walla Street Wealth Management, Inc., our investment team has earned an impeccable reputation for advanced 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 more advanced, pro-active approach to portfolio design by customizing each portfolio utilizing low-expense, best-in-class strategies that focus on delivering stability, consistency, protection, and growth.
Risk-controlled
Low-expense
Best-in-class strategies
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
What people are saying about Walla Street
“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.
“We started with Estate Planning, but were so impressed with the experience that we added Retirement Planning and also moved our investments. Best financial decision we've made yet.”
— Richard B.
“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.
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 achieve both growth and protection, then you're in the right place.
Walla Street Wealth Management, Inc.
8102 West 131st Court, Overland Park, Kansas 66213
913-543-3836 | contact@wallastreet.com