Wild Wealth Management Group, an award-winning independent financial services firm that offers retirement, investment, real estate, insurance, legal and tax planning services all under one roof, has Forbes appointed Chief Executive Officer and Investment Advisor. It announced that it had nominated Trevor as its representative. Wilde, MBA, AIF® on his 2023 Best-In-State Wealth Advisors list. Only 150 advisors from across Arizona made the honorable list, and Wilde was named the second overall advisor statewide. 2nd place overall for 3 years in a row.
learn more: Most Admired Company: Wild Wealth Management Group
Developed by SHOOK Research, the ranking of the state’s best wealth advisors is based on an algorithm of qualitative criteria obtained through telephone, virtual and in-person due diligence interviews, and quantitative data, according to Forbes. Advisors considered have a minimum of seven years of experience, and the algorithm weights factors such as earnings trends, assets under management, compliance record, industry experience, and best practices in working with clients. Portfolio performance is not the norm as client objectives vary and audited data is lacking. Neither Forbes nor his SHOOK take commissions in exchange for rankings.
The accolade follows Wilde’s being named one of Barron magazine’s top 1,200 advisors nationally in recent weeks, ranking #1 in Arizona overall.was wild 15th Won 1st place for 2 years in a row. In the past few years alone, Wilde has experienced unprecedented growth, doubling the size of his Scottsdale headquarters while opening offices in Sedona, Arizona; San Luis Obispo, California; and South Florida. This summer, Wilde also announced the launch of her Wilde Wealth Insurance. Conveniently located at Wilde’s Scottsdale headquarters, the new in-house office offers business insurance, life and disability insurance, long-term care insurance, and home ownership, including corporate and personal insurance services, general liability, property, workers’ compensation, and more. provide insurance and insurance. Tenant insurance. And earlier this month, Wilde also made news that it has welcomed experienced advisor Chris Miller to the firm. He is a familiar face to the team due to his leadership role. Millar will leverage his years of experience as owner of Millar Financial and as his financial adviser to Edward Jones to make the transition seamless.
Wild began working in the industry in earnest in 2000. At first, it was a large company focused primarily on retirement planning and investment. Eager to bring his broad expertise and strategic planning to his clients, Wilde partnered with his father Bill in 2003 to found an independent practice, Wilde His Wealth Management Group. Their mission he has two. It offers professional, customized investment planning advice and extended in-house services provided by fellow independent professionals in the areas of legal, tax, risk management, family services, real estate and insurance. to provide to the customer.
Over the past 20 years, Trevor Wilde, who holds a master’s degree in business administration from the University of Phoenix, has contributed to the growth of companies throughout Arizona and the Southwest. Wilde is actively recruiting new advisors for all offices throughout the region.
For more information, please visit www.wildewalth.com.