Wilde Wealth Management Group, which is an award-winning independent financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof, announced that Forbes has named chief executive officer and investment advisor representative Trevor Wilde, MBA, AIF® to its 2023 Best-In-State Wealth Advisors list. Only 150 advisors from across Arizona were named to the prestigious list, with Wilde being named the No. 2 overall advisor statewide. This is his third year in a row earning the No. 2 overall ranking.
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According to Forbes, this ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
The honor comes on the heels of Wilde being named to Barron’s top 1,200 advisors nationwide in recent weeks, coming in at No. 1 overall in Arizona. It was Wilde’s 15th consecutive year being honored and second time in the No. 1 position. Beyond the honors, in the past few years alone, Wilde has experienced unprecedented growth, doubling the size of its Scottsdale headquarters while opening offices in Sedona, Ariz., San Luis Obispo, Calif., and South Florida. This past summer, Wilde also announced the launch of Wilde Wealth Insurance. The new in-house firm, which is conveniently at Wilde’s Scottsdale headquarters, 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. And earlier this month, Wilde also made news when he welcomed experienced advisor Chris Millar to the firm. While new to the Wilde Scottsdale office, Millar is a familiar face to the team as he worked for the past year in a leadership role with a former affiliate of the firm. Making the move seamlessly, Millar brings many years of experience to the role, including as the owner of Millar Financial and as a financial advisor for Edward Jones.
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 expertise and strategic planning to his clients, Wilde partnered with his father Bill in 2003 to found an independent practice, Wilde Wealth Management Group. Their mission was two-fold: to offer boutique, customized investment planning advice, and to offer clients expanded in-house service offerings from fellow independent specialists in the fields of legal, taxes, risk management, family services, real estate and insurance.
Over the past two decades, Trevor Wilde, who earned his Master’s degree in Business Administration from the University of Phoenix, has helped grow the firm across Arizona and throughout the Southwest. Wilde is actively recruiting new advisors for all his offices across the region.
For more, visit www.wildewealth.com.
