Trevor Wilde guides wealth management firm to prosperity
Staff Reports | Digital Free Press
Wilde Wealth Management Group is pleased to announce that Barron’s has named Chief Executive Officer Trevor Wilde to its annual list of top 1,200 advisors nationwide — and No. 1 overall in Arizona.
This is Mr. Wilde’s 15th consecutive year being honored and his fifth year in a row among the top five advisors in Arizona. It also marks Mr. Wilde’s second time being named to the No. 1 position, according to a press release.
According to Barron’s the rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. The report names the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth.
In total, Barron’s included just 30 advisors from across Arizona in its report. Mr. Wilde, along with his fellow advisors, will be recognized in an upcoming edition of the Wall Street Journal as part of its coverage on the program.
Trevor Wilde guides wealth management firm to prosperity
As founder and CEO of Wilde Wealth Management, Mr. Wilde — who is an investment advisor representative who holds the accredited investment fiduciary designation, which is the mark of commitment to a standard of investment fiduciary excellence — leads one of the most dynamic and diverse wealth management firms in the nation.
Mr. Wilde began his work in the industry in earnest in 2000, initially at a large firm primarily focused on retirement planning and investments. Eager to offer a deeper breadth of experience and strategic planning to his clients, Mr. Wilde partnered with his father, Bill, in 2003 to found an independent practice, Wilde Wealth Management Group.
“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,” Mr. Wilde said.
Today, Mr. Wilde has offices in Tempe, Tucson, Payson, Glendale and Sedona in addition to its headquarters in Scottsdale, which he expanded from 6,000 to 12,000 square feet in recent years. The firm also has offices in Terra Haute, Ind., San Luis Obispo, Calif., and a newly opened office in Miami.
“One of the reasons for affiliates gravitated toward us is our strategic partnerships,” Mr. Wilde pointed out. “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.”
