Scottsdale, ARIZ. (March 19, 2018) – Wilde Wealth Management Group, which is an award-winning independent fiduciary that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof, is pleased to announce that Barron’s has named managing principle Trevor Wilde to its annual list of top 1,200 advisors nationwide and seventh overall in Arizona. This is Wilde’s 10th consecutive year being honored and highest ranking to date.
According to Barron’s the rankings are based on data provided by over 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. The report names the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. In total, Barron’s included 30 advisors from across Arizona in its report. The full report appears in the March 11 issue of Barron’s and was published in the Wall Street Journal on March 13.
As co-founder and managing principal of Wilde Wealth Management, Trevor Wilde – an Investment Advisor Representative who holds the Accredited Investment Fiduciary (AIF®) designation, which is the mark of commitment to a standard of investment fiduciary excellence – leads one of the most dynamic and diverse wealth management firms in the nation.
No stranger to working in – and leading – a team, Wilde played football throughout his youth, eventually walking on to the University of Arizona’s football team, where he red shirted one year and played two on the national stage, all the while focused on earning his Bachelor’s degree in Business Communications with an eye to following in his father’s footsteps into finance.
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 expertise and strategic planning to his clients, Wilde partnered with his father Bill in 2003 to found Wilde Wealth Management Group. Their mission was two-fold: to offer boutique, customized 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.
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. 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.
In 2011, he was honored among the top “35 Entrepreneurs in Arizona under 35” by the Arizona Republic, and has been among the Top 15 Advisors out of more than 1,200 Cetera Advisors annually since 2012. In addition, Wilde Wealth Management has been recognized by the National Association of Board Certified Advisory Practices (NABCAP) as a “Premier Advisory Firm.”
With the business’ roots firmly planted, Wilde also ensures one more lesson from the football field translate into the firm – the concept of community stewardship. As such, he champions Wilde Wealth Management’s Wilde for Arizona ™ Community Outreach Program, which empowers the entire firm to be active volunteers, fundraisers and neighborhood champions. Through the program, they’ve been able to positively impact organizations such as Cell Phones for Soldiers, Sunshine Acres, Briggs 4 Kidz, Toys for Tots, Child Crisis Arizona and many more.
Wilde lives in Scottsdale with his wife, Meghan, and their four daughters: Peyton, Presley, Piper and Paige.