JRS Wealth Management and Hallmark Financial have announced they are joining together with Wilde Wealth Management, an award-winning independent financial advisory firm with offices in Scottsdale, Tempe, Glendale, Payson and Indiana. Wilde Wealth Management provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. As part of the partnership, Hallmark will move its team into JRS’ office, which is located at 1610 E. River Road in Tucson. Both teams will retain their branding as well as their staffs through the move and partnership.
“We realized we needed to add youth and depth to our practice, and to do so with the highest quality people. We believe Wilde Wealth Management clearly meets that need. Additionally, we preach to our clients the importance of planning for the future, so it only makes sense we do the same,” said JRS president and managing principal Jim Stark, CFP®, CIMA®. “While I plan to continue in this industry for years to come, this partnership ensures that we’ve taken the steps to ensure the long-term success of our clients’ futures.
Stark and his team have more than 50 years of collective experience in the financial services industry. In addition, they hold multiple registrations and professional designations to provide clients with a variety of financial planning, investment management and insurance services. One of JRS’ points of differentiation has always been its approach to portfolio management that includes both technical and fundamental analysis, which is directly in line with what Wilde offers as well.
“Like Jim, we have our eye to the future,” said Hallmark president Sherry Hall, CFP®, AIF®, CWS®. “We also wanted to deepen our bench of talent. For example, Wilde’s managing principal Trevor Wilde was just named to Barron’s annual list of top 1,200 advisors nationwide and fourth overall in Arizona. This is Wilde’s 11th consecutive year being honored and highest ranking to date. We want that type of talent aligned with ours for our clients now and into the future.”
Hall and her team have multiple registrations and professional designations and have more than 35 years of experience in the financial services industry. Their focus is working with individuals and business owners in the areas of retirement income, estate and tax planning and wealth management strategies.
“Expanding into Tucson has long been a dream of ours, and certainly of mine given my connection to the area,” says Wilde, a University of Arizona alum who played football for the Wildcats in the late 1990s and is an avid supporter of Lance Briggs’ Briggs 4 Kidz Foundation in the area.
According to Wilde, who founded Wilde Wealth Management Group with his father, Bill, in 2003, the mission for the Tucson team as well as the rest of its offices across Arizona and Indiana is 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.
“Together, the team is able to not only take all the pieces of a client’s financial puzzle and organize them, but use them to build a solid foundation that will serve not just the client, but his/her family for generations to come,” says Wilde, who in 2018 was honored as among the Most Admired Leaders in Arizona by the Phoenix Business Journal, and has been among the Top 15 Advisors out of more than 1,200 Cetera Advisors annually since 2012.
For more, visit www.wildewealth.com.