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.
We help affluent families and accredited investors ($1,000,000 or more of investable assets) protect and grow their wealth, manage their tax exposure, insure potential risks, and create a legacy for their future. We utilize alternative investments, best-of fund managers, and risk mitigation strategies to build a vibrant portfolio for our clientele.
Our private wealth clients have a minimum of $25,000,000 in investable assets. Their needs and concerns are often more complex to ensure their wealth is appropriately managed. We use a multi-family office structure to serve their interests. Our process includes protection, growth, strategic giving, advanced tax planning, and estate planning. We utilize a blend of venture capital legacy investments, alternative investments, risk mitigation strategy, donor advised funds and endowment structuring.
Making it to the big leagues is quite an accomplishment, but when it comes to managing newly created wealth, it can feel overwhelming. Working with a trusted advisor allows athletes to focus on their careers. Our professional athlete clientele can be in our Everyday or Private Wealth Divisions but their needs and goals are often different They are typically in their younger years and have high liquidity needs. We work closely with our athletes and their agents to provide a complete plan with everything necessary to make wise decisions surrounding the management of their wealth. This process ensures that the wealth they create while they are performing continues to grow beyond their earning years and transitions to their loved ones in the future. At Wall Private Wealth, we understand the importance of total privacy when it comes to working with professional athletes.
Michael D. Wall is the president of three financial companies and host of The Michael Wall 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.
Joseph brings a devotion to integrity and exceptional client service to the team at Wall Private Wealth. He is passionate about helping families grow their wealth and influence. He knows it is imperative to help them protect their assets and reduce taxes so they can leave a legacy to their loved ones.
Joseph has a rich history as a South Florida native but loves the adventure of world travel. He is happily married to his best friend and wonderful wife, Heidi. Joseph is actively involved in the church community in South Florida and is working to make the world a better place, one day at a time.
Director of Operations
Christina runs the operations of the firm and takes pride in growing client relationships. In addition to overseeing daily operations, she also handles business administration and plans company events.
Christina was born and raised in Palm Beach Gardens. With a degree in international business and a passion for travel and culture, she lived in China for over eight years and was the co-owner of a small business offering English language instruction and consulting. Upon returning to the U.S., she reconnected with a high school friend, Charles, and they are now married. Together, they enjoy outdoor activities, sports, and being active in their community and faith.
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 Private Wealth 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.
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!