The past several years have been a whirlwind for Wilde Wealth Management Group. The business, which is the brainchild of the father-son team of William and Trevor Wilde, MBA, AIF®, was founded in 2003.
“We had a vision to offer boutique investment and planning advice in a fiduciary capacity, and to offer clients expanded in-house service offerings from fellow independent experts and specialists in the fields of legal, taxes, risk management, family services, real estate, and even insurance,” says Trevor Wilde, who grew up in Scottsdale and is an alum of Horizon High School. “Prior, I worked in finance at a larger firm, and my father had been in the industry for decades. The time was right to build something together.”
Over the past two decades, the team grew from one office to one of the largest comprehensive wealth management teams in the Southwest.
“Today, we have offices in Tempe, Tucson, Payson, Glendale, and Sedona, in addition to our headquarters in Scottsdale,” says Wilde. “We also have offices in Indiana and San Luis Obispo.”
Beyond the Wilde offices, the business has grown exponentially by bringing on affiliates, boutique and like-minded finance teams seeking their comprehensive model and partnership. Affiliates across the Southwest include In Touch Wealth Advisors, Huish Wealth Management, Rizzo Financial Group, and Self Wealth Management in Scottsdale; JRS Wealth Management and Hallmark Financial in Tucson; Mosaic Financial Associates in Tempe; and Premier Wealth Management Group in Albuquerque.
“One of the reasons for affiliates gravitating toward us is our strategic partnerships,” says Wilde. “We can offer such a deep bench of services beyond traditional retirement and financial support – from tax services and estate planning to mortgage assistance and even college planning – thanks to our investment in them.”
Currently, Wilde works closely with several well-respected partners – many of whom now work directly in Wilde’s Valley wide offices physically under the same roof. This summer, Wilde also launched Wilde Wealth Insurance. The new in-house firm offers corporate and individual insurances services, business insurance – including general liability, property, workers compensation, and more – life and disability insurance, long-term care insurance, and homeowners and renter’s insurance.
As the business’ roots became firmly planted, the Wilde family started looking at ways to pay it forward. Enter Wilde for Arizona™. The community outreach program empowers the entire firm to be active volunteers, fundraisers, and neighborhood champions.
“In addition to supporting our team members’ board positions, we offer firmwide opportunities to fundraise and give back together at least quarterly,” says Wilde, who himself is a board member for Junior Achievement of Arizona and Child Crisis Arizona.
Currently, the firm is working on a fundraising program for Chrysalis into the fall months. Prior, the team rolled up it sleeves for a wide variety of organizations including Cell Phones for Soldiers, Free Arts for Abused Children, Southwest Human Development, Sunshine Acres, Briggs 4 Kidz, Toys for Tots, Child Crisis Arizona, and more.
“We also fund a scholarship through Arizona Tuition Connection to help students in need to attend Notre Dame Prep,” says Wilde, who with fellow Wilde advisor Jason Fial just made a $85,000 contribution to the scholarship in August.
Accolades and Honors
The firm’s responsible growth, expertise as it relates to client service, and community stewardship have led to several awards.
In April, Forbes named Wilde to its 2022 Best-In-State Wealth Advisors list, with Wilde being named the No. 2 overall statewide. The honor comes on the heels of Wilde being named to Barron’s top 1,200 advisors nationwide, coming in at No. 2 overall in Arizona, in February. It was Wilde’s 14th consecutive year being honored and fifth time in the top five. The firm was also recently selected to BestCompaniesAZ’s 2022 Most Admired Companies and is a finalist for the Phoenix Business Journal’s Small Business of the Year Awards, with winners set to be announced later this fall.
For more information, visit wildewealth.com.