Wilde Wealth Management Group, an award-winning financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services, was named to Barron’s Top 100 Private Wealth Management Teams in the nation.
This is Wilde’s first year on the list, earning No. 82 in the national ranking, and they are one of only two firms to earn placement among the top 100 in Arizona, according to a press release.
The honor comes on the heels of Wilde founder and CEO Trevor Wilde being named to Barron’s annual list of top 1,200 advisors nationwide and No. 1 overall in Arizona. This is Trevor Wilde’s 15th consecutive year being honored and his fifth year in a row among the top five advisors in Arizona. It also marks his second time being named to the No. 1 position in Arizona.
Barron’s published its first ranking in 2004. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases.
“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,” Wilde said in a press release. “Prior, I worked in finance at a larger firm, and my father had been in the industry for decades. The time was right to build something together.”
For more information, visit www.wildewealth.com.