No One Strategy Fits Everyone Our Team Approach Bursting the Bubble

What we do

Our experienced professionals have helped many people just like you pursue their financial goals & objectives.

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Why we do it

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Who we are

Would you like to learn more about retirement, social security, and even tax reduction strategies? Then we have a wealth of resources.

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Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

At W. Wall and Company, Inc., we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.


Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.

At W. Wall and Company Inc., we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.

Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.

Client Centered

Individual investors have received woefully bad advice from the financial pundits and mainstream financial institutions. The big boys don't want to waste their time on small portfolios and the mutual funds only care about keeping the money, so they've foisted buy-and-hold investing on the general public as the only way to be successful at investing. But buy-and-hold is one of the worst investment strategies there is if you are retired or nearing retirement.

Located in beautiful Asheville, NC, W. Wall and Company, Inc., A Registered Investment Advisor, offers clients Retirement planning, Tax-reduction strategies and Active Investment Management for individuals and institutions that seek to achieve higher risk-managed returns.

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Meet Our Team

Warren Wall
MBA, CFP®, Senior Advisor

Warren has over 25 years in the financial services industry...

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Nate O’Steen
Associate Advisor

Nate has a B.A. degree in Economics & French from Hamilton College in upstate New York... 

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Maureen Sommer
Service Manager

Maureen has spent many years working in the Financial Services industry.  She provides client...

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Andrea Robertson
Office Manager

Andrea is the firms Office Manager and handles the firms bookkeeping, compliance...

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