Wilde Wealth Management Group, which is an award-winning independent financial advisory 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 2021 Best-In-State Wealth Advisors list. In total, 99 advisors from across Arizona were named to the prestigious list, with Wilde being named the No. 2 overall advisor statewide.
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 a busy year for Wilde, who just last March was named to Barron’s top 1,200 advisors nationwide No. 1 overall in Arizona. It was Wilde’s 12th consecutive year being honored and first No. 1 ranking. He was also named in late 2020 as among the “AZ Business Angels” by AZ Business Magazine for his philanthropic leadership across the Southwest. Beyond the honors, Wilde also joined the boards for both Junior Achievement of Arizona and Child Crisis Arizona in the past 12 months, and grew his team exponentially, including expanding his Scottsdale-area headquarters and adding new affiliate partners Self Wealth Management in Scottsdale, Mosaic Financial Associates in Tempe and Premier Wealth Management Group in Albuquerque.
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 services 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, 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 Arizona, which are located in Scottsdale, Tempe, Glendale, Tucson and Payson. There is also a satellite office in Terra Haute, Indiana.
For more, visit www.wildewealth.com.