Our mission is to deliver the gift of financial clarity to affluent individuals and families who are thoughtfully preparing for, or already in, retirement. We do this, first, by helping our clients determine their financial goals and, second, by creating a custom, tailored portfolio engineered specifically for them. We owe no allegiance to any company or investment – our only loyalty is to our clients.
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 than our everyday clients’. They require the knowledge and experience 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 an experienced, independent advisor can allow 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 higher liquidity needs. We work closely with our athletes and their agents to provide a complete plan with the tools 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.
Founder and CEO
Michael D. Wall is the founder and CEO of Wall Private Wealth, Inc. and Wall Wealth Management, LLC. He is also a founding partner of Wall Leaman, LLC, a business consulting firm fluent in succession planning. Michael is the host of The Michael Wall Show, a dynamic podcast heard in over 100 countries. He has been a guest on CNBC, FOX Business, and Bloomberg. His advice and views have appeared in Forbes, the Wall Street Journal, SmartMoney, CNN Money, Modern Medicine, The Street, USA Today, and others.,
Michael is a devoted husband and father of four beautiful children. He is involved in many local and national charities, such as Place of Hope, Operation Underground Railroad, Big Dog Ranch Rescue, and Christ Fellowship. He is co-chair for the YMCA of the Palm Beaches Annual Prayer Breakfast and member of the board for Life Action Ministries, as well as a past chair for the March of Dimes Chef’s Auction.
Director of Operations
Joseph brings a devotion to integrity and exceptional client service to the team at Wall Private Wealth. As a native of South Florida, he has a rich history in the community and is constantly looking for ways to leverage his network to help grow the local economy. Joseph is passionate about helping families grow their wealth and influence. He believes it is his imperative responsibility to help them protect their assets so that they can leave a legacy to their loved ones.
Joseph is happily married to his best friend and wonderful wife, Heidi, a native of Austin, Texas; together, they love to travel the world. He is actively involved in the church community in South Florida and working to make the world a better place, one day at a time.
Being born and raised in South Florida, Ashley has a real love for the community and seeks to grow her influence here. She brings fresh ideas to the firm as well as an additional drive for excellence. As she is finishing her degree in business management, Ashley appreciates the opportunity to both work with and learn from Michael and the team.
Ashley met her husband, Andrew, at a local church where he works as the high school student pastor. Aside from serving in youth ministry, she and Andrew enjoy a competitive game night with friends, the occasional lazy day and, of course, re-watching The Office. The newlyweds are relishing the married life and they are excited about the direction of their careers.
Samantha, or Sammie, is in charge of creating marketing pieces that clearly represent the message of our firm. She enjoys doing everything she can to offer insight and advice that help to create an 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 does a great job of helping to ensure that the office runs smoothly, all while raising four children with Michael!
Client Services Manager
Luann is one of the pleasant voices you hear when calling our office in Florida. She has worked closely with Michael for some time now and oversees the day-to-day servicing of our clients. She understands the importance of confidentiality and timeliness in working with affluent families.
Luann is married to Dan McLeod, an engineer and project manager at Lockheed Martin. They have lived in Florida all their lives and have three children. One of Luann’s goals is to constantly look for ways to improve the lives of others. On the side, she is a natural essential oils consultant!