Invest in your future
Tomorrow belongs to those who prepare today
Welcome to Walla Street! You've probably been referred by a friend, family member, or coworker who has experienced the Walla Street difference. Unlike some firms, we don't mass market our services or serve thousands of clients.
Instead, we intentionally take a more focused approach with you at the center, and then build a plan around your goals and objectives that gets results...because at Walla Street, we believe in financial guidance that stands firm in any market condition.
Individual and Family Wealth
What Makes Our Team Different?
Walla Street has been helping investors plan for their financial goals for more than 25 years. As a fiduciary investment advisor (IAR), we always put our clients' best interests first, and we're committed to delivering an exceptional, holistic financial planning experience.
There is no substitute for decades of experience managing wealth for our clients. When you become a client, you will work one-on-one with a dedicated advisor.
Independent Advice
Comprehensive Approach
Qualified Team
Strategic Resources
Our Services
Financial Planning
Tax Planning, Retirement planning, Estate planning
Investment Management
Risk-controlled, low-expense, best-in-class strategies
Life insurance, LTC insurance, Health insurance, Disability insurance, Medicare supplement insurance
Insurance Management
What our clients are saying about Walla Street*
*Provided by current clients who are not compensated for providing their testimonial/endorsement.
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No outdated industry practices or generic model portfolios.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.
Walla Street Wealth Management, Inc.
8102 West 131st Court, Overland Park, Kansas 66213
913-543-3836 | contact@wallastreet.com
Customer Relationship Summary Forms: Ameritas Investment Company, LLC | Ameritas Advisory Services, LLC