Most Admired Companies: Wilde Wealth Management Group
AZ Business magazine and BestCompaniesAZ present the Most Admired Companies program each year with the goal of recognizing organizations that excel in these six key areas: Customer opinion; diversity, equity, and inclusion; innovation; leadership excellence; social responsibility; and workplace culture. One of Arizona’s Most Admired Companies for 2021 is Wilde Wealth Management Group.
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With hundreds of nominations representing the most innovative, impactful and successful companies in Arizona, being one of Most Admired Companies of 2021 shows that these companies truly represent the best in Arizona business. The Most Admired Companies for 2021 will be honored at an awards dinner Oct. 7, 2021, at Pointe Hilton Resort Tapatio Cliffs in Phoenix. Title sponsors for the Most Admired Companies awards are WaFd Bank and Taylor Morrison. For sponsorship information, email Amy.Lindsey@azbigmedia.com. For information about the event honoring the Most Admired Companies, email Lynette.Carrington@azbigmedia.com or click here.
Azbigmedia.com will be spotlighting one of Arizona’s Most Admired Companies each day leading up to the awards dinner.
Wilde Wealth Management Group
Most Admired Company: 2021
Top Arizona executive: Trevor Wilde, CEO
What it does: Provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services.
Company profile: Wilde Wealth Management Group is an award-winning and Arizona-headquartered company that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services. A fee-based firm with in-house Independent Investment Advisors, Certified Financial Planners, Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients’ diverse goals, the firm has been recognized by Forbes as among “The Most Dependable Wealth Managers in the Southwest” and named toBarron’s “List of Top 1,200 Advisors” annually for 13 years, with founder Trevor Wilde being named the top advisor in Arizona in 2020 and No. 2 in 2021.
Admirable trait: With the business’ roots firmly planted, in recent years the team began to look for ways they could make a positive impact beyond just the office, but within the community. Rather than mandate volunteerism projects and programs, however, Wilde turned to members of its team and asked how they wanted to structure this idea. The result: Wilde Wealth Management’s Wilde for Arizona Community Outreach Program, which empowers the entire firm to be active volunteers, fundraisers and neighborhood champions.