Pete Crimmins Joins Wilde Wealth Management Group as a Wealth Advisor
(MESA, Ariz. – Nov 13, 2023) – Wilde Wealth Management Group, an award-winning financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof, is pleased to announce veteran East Valley financial advisor Pete Crimmins, CLTC®, RICP® has joined the firm as a Wealth Advisor. In his role, Crimmins will focus on helping clients be prepared for critical financial events in their lives such as retirement, strategic investing, and caring for future generations. Pete will work from his long-time office in Mesa, which is located at 2929 N. Power Road, and will partner with the firm’s offices across Tempe, Scottsdale, Glendale, Payson, Sedona, and Tucson on a regular basis.
Crimmins began his career in the 1990s building a State Farm Agency before changing course in 2003. His heart is to protect families and businesses from the risk of unexpected death, disability, and extended care needs, through a wealth advisory lens. Pete holds both the Certification in Long-Term Care and Retirement Income Certified Professional designations and earned his Bachelor of Science degree in Business Administration from Northern Arizona University.
“Wilde’s holistic approach to help their clients – offering so many services from local experts in their fields in a streamlined and easy-to-digest manner – really spoke to me, and I wanted to offer my clients this same deep bench of experts and partners in every aspect of their lives,” said Crimmins. “This, coupled with the ways they are utilizing technology to further enhance the client experience made the choice an easy one for me.”
“Pete’s reputation over the past 27 years precedes him. We are lucky to add him to our team, and will work in lock step to give his clients –both current and future – assurance, advisement, and partnership at the highest possible level,” said Trevor Wilde, MBA, AIF®, founder and CEO Wilde Wealth Management Group.
Prior to this honor, Forbes also named Wilde Wealth Management Group founder and CEO Trevor Wilde, MBA, AIF® to its 2023 Best-In-State Wealth Advisors list. Within this ranking, Wilde was named the No. 2 overall advisor statewide, and on Barron’s annual list of top 1,200 advisors nationwide, Wilde earned the No. 1 overall placement in Arizona. The honor marked Wilde’s 15th consecutive year being honored and his 5th year in a row among the top five advisors in Arizona. In addition, Wilde Wealth Management Group was also named to Barron’s 2023 Top 100 Private Wealth Management Teams in the nation. Like the Forbes ranking, it is Wilde’s first year on the list, and they are one of only two firms to earn placement among the top 100 in Arizona.
In addition to its award-winning financial team and affiliates, Wilde Wealth works closely with several well-respected partners including ECA Financial Services for health insurance and benefits support; Taylor Elite Group for mortgage and real estate support; Phelps LaClair, who provides estate planning services; AZ College Planning; and Mike Patinella, CPA, Registered Representative, who provides certified tax planning services. In 2022, Wilde also launched Wilde Wealth Insurance. The in-house firm, which is in Wilde’s Scottsdale office, offers corporate and individual insurances services, business insurance – including general liability, property, workers compensation and more – life and disability insurance, long-term care insurance, and homeowners and renter’s insurance.
For more information, visit www.wildewealth.com.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 7025 N. Scottsdale Rd. Ste #115 Scottsdale, AZ 85253
Barron’s Top 1200 Advisors (Award recipient Trevor Wilde, Financial Advisor* at Wilde Wealth Management Group): Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then verified and then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be considered as an endorsement of the advisor by any client.
The Forbes ranking of Best-In-State Wealth Advisors (awarded to Trevor Wilde), developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of March 2021 and 32,725 nominations received, based on thresholds – 15,854 invited to complete online survey – 13,114 telephone interviews – 2,085 in-person interviews at Advisor’s location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
*The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Advisors LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera
