To deliver to those who are thoughtfully preparing for or are already in their retirement the gift of financial clarity for themselves and their family. We do this by working with our clients to help them determine their financial goals and then tailoring a custom portfolio which is engineered specifically for them.
Since we have gained the respect of our clients and many others, we take our job very seriously. This is one reason why we are so committed to doing everything we can to stay in front of our competition by continuing to be familiar with the newest investment structures in the industry.
This client typically has a portfolio value of $1 million+ and has needs and objectives which include protecting and growing their wealth, managing their tax exposure, insuring potential risks, and creating a legacy for their future.
Typically, a private wealth client has a financial minimum of $10 million+, and their needs and concerns can often be a little more complex to ensure that the wealth that’s been obtained can be appropriately managed. This often will include protecting, growing, strategic giving, advanced tax planning, as well as estate planning.
Making it to the big leagues can be quite an accomplishment, but when it comes to managing the newly created wealth, it can sometimes feel overwhelming. Working with a trusted advisor can allow athletes to focus on their careers. In this division, we work closely with athletes and their agents to ensure a plan that encompasses everything necessary to make wise decisions surrounding the management of wealth. At Wall Financial Group, we understand the importance of total privacy when it comes to working with athletes.
Michael D. Wall is the president of and host of the Wealth and Health Show. He has been a guest on CNBC, FOX Business, and Bloomberg. Michael’s advice has appeared in The Wall Street Journal, SmartMoney, CNN Money, Modern Medicine, The Street, USA Today, and others.
Michael is a devoted husband and a father of four beautiful children. He is involved in many local and national charities, such as Place of Hope, Big Dog Ranch Rescue, March of Dimes, Christ Fellowship, SAMA Group, Make-A-Wish®, American Cancer Society®, Wounded Warrior Project®, Honoring the Father Ministries, and Southern Comfort Canines.
Advanced Tax Planning Director
Danielle “Dani” Lassiter has been assisting clients with their legal and financial matters since 2009. Dani is the president of Lassiter Tax & Accounting and the vice president of Wall, Lassiter, and Company, P.A.
During her career at Gunster, Yoakley, and Stewart, a prestigious law firm in West Palm Beach, Dani realized that her passion lies with aiding people to think outside the box when it comes to tax planning. Her extensive research, education, and legal background give her the upper hand in creating and implementing strategies that help save significant tax dollars for higher net worth individuals.
Dani enjoys spending time with her daughter, Addison. She is a true dog lover and has volunteered countless hours and currently sits on the Board of Directors for the Big Dog Ranch Rescue in Palm Beach County, Florida.
Director of Operations
Rosalita is an integral part of Wall Financial Group, running the operations at the firms. In addition to overseeing the daily operations, she also handles business administration and plans the company events.
Rosalita has been a great asset for many years and prides herself on making the service of client business and relations as smooth as possible. She is happy to help assist with any questions or service needs.
She is married to Scott Heverly and together they have two children: son, Cameron, and daughter, Jaden. She is involved in her local church and enjoys the outdoors as well as spending time helping different community organizations.
Director of Marketing
Samantha “Sammie” is in charge of assisting with and creating marketing pieces that clearly represent the firm as well as helping out with other back office tasks. Sammie enjoys doing everything she can to offer insight that can help create an even more exciting client experience.
She has been a part of Wall Financial Group almost since its inception in 2002. Sammie prides herself on being detail-oriented and always being on top of things to ensure that the office runs smoothly.
at Impact Partnerhsip
Nick brings strategy to Wall Financial Group marketing. He has extensive direct-to-consumer experience, builds customer-focused marketing plans, and assists with execution. Nick works with the team at Wall Financial Group to create new and innovative ways for our clients to benefit from our services.
Nick graduated from Georgia State University with degrees in marketing and public relations. In his spare time, he enjoys rooting for the Indianapolis Colts and playing soccer.
Luann is the pleasant voice you hear when calling the Florida office. She has worked closely with Michael for some time now and oversees the day-to-day operations of the Florida office while working as Michael’s personal assistant.
Luann is married to her husband Dan who is a high-level engineer at Lockheed Martin, and they have lived in the Florida area all of their lives. One of her goals is to constantly look for ways to improve others’ lives — and on the side, she is a natural oils consultant!