Scottsdale finance firm grows, donates $3K to Gospel Rescue Mission
Posted 1/25/21
Eighteen months ago, JRS Wealth Management and Hallmark Financial announced its partnership with Wilde Wealth Management financial advisory firm with offices in Scottsdale, Tempe, Glendale, Payson and Indiana.
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Scottsdale finance firm grows, donates $3K to Gospel Rescue Mission
Posted
Eighteen months ago, JRS Wealth Management and Hallmark Financial announced its partnership with Wilde Wealth Management financial advisory firm with offices in Scottsdale, Tempe, Glendale, Payson and Indiana.
Comprehensive retirement, investment, real estate, insurance, legal and tax planning services under one roof, as part of the partnership, Hallmark moved its team into JRS’ office at 1610 E. River Road in Tucson during the summer of 2019, according to a press release.
“The partnership developed as part of a natural progression as both our team and Hallmark realized we needed to add youth and depth to our practices, and we wanted to do so with the highest quality people,” said JRS president and managing principal Jim Stark, in a prepared statement.
“While I still plan to continue in this industry for years to come, the partnership ensured that we’d taken the steps to safeguard the long-term success of our clients’ futures.”
Scottsdale’s Wilde Wealth Management met that need, the release said.
“Over the past year-plus, it has become clear this was an excellent choice,” said Hallmark President Sherry Hall in a prepared statement. “Wilde Wealth has not only met our needs, but exceeded our expectations.”
Expansion includes welcoming Tim Lewis, a new Wilde Wealth Management Group member serving as an investment advisor, to the shared Tucson office. A Tucson native, he has worked in the banking and finance industry for over a decade, recently at Edward Jones in southern Arizona.
To celebrate the enhanced relationship between the firms and to welcome Mr. Lewis as Wilde Wealth’s first formal Tucson team member, JRS and Hallmark updated its respective logos with Wilde Wealth Management Group’s brand, noted the release.
Additionally, the firms gathered together in recent weeks to make a joint contribution of $3,000 to Gospel Rescue Mission, a Tucson emergency shelter for men and women, plus men and women with children.
The donation was made in honor of the three business leaders uniting. The amount will allow the shelter to provide nearly 1,000 meals for its guests in upcoming weeks, the release added.
