Welcome to Wall & Associates

Wall & Associates (W&A), founded in 1990, is a Chicago-based asset planning concern that provides investment counseling and advisory services to both institutional and individual investors.  The hallmark of this organization is its passion for the personalized approach to the asset planning process.  No one situation is the same - therefore - no one solution applies.

Independent, Unbiased, Objective 

W&A is privately held and independent from any external influence – such as an investment banking, insurance, or investment management relationship.  Accordingly, the firm is not in the “commission” business.  Without exception, W&A’s efforts are provided on a fee-for-service basis.  Quite fittingly, clients rest assured that our mutual interest are properly aligned and free from any potential conflicts.

W&A Clients

The firm’s client mix is rich and varied in terms of type, size, purpose and location.  For instance, W&A has developed a reputation as being one of Illinois’ leading experts in matters pertaining to statutory public safety (fire & police) and municipal pension plans.  At the other end of the spectrum is the firm’s standing among its charitable organization and individual clients, some of which are domiciled in other states.  The firm has no boundaries, geographic or otherwise, with respect to the situation that it will serve.  The only condition is that there must to be a basis for a trusted, long standing relationship to evolve.  Because, that’s what W&A is all about – relationships.