Wilde Wealth Management Group Donates $25,000 to Arizona Tuition Connection; Aims to Create Scholarship to Low-Income Students
(SCOTTSDALE, Ariz. – May 26, 2021) – 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 partner with Arizona Tuition Connection (ATC) on the development of a scholarship fund that will help low-income students to attend Notre Dame Preparatory Academy during the next school year. The scholarship is made possible through a $25,000 donation by the firm, one of its many Wilde for Arizona™ community outreach efforts.
“My oldest daughter attends Notre Dame Preparatory, and through the school I was introduced to Tim Kuhn, executive director of ATC,” says Wilde. “When he explained how our team might be able to get involved in helping local students gain access to quality education, we jumped at the chance to get involved. And though the scholarship, which is wholly managed by ATC, is to support students’ overall schooling, given April was Financial Literacy Month, we thought there was no better time to invest in local teens’ education than now.”
According to Wilde, from sponsoring local sports teams to organizing fundraising events for nonprofits in need to simply donating to causes near and dear to our hearts, Wilde Wealth Management is making a difference in the lives of people across Arizona in every way it can through Wilde for Arizona, its community relations arm. In addition to this donation, Wilde recently engaged all of its offices statewide in an April volunteer effort for Southwest Human Development Reading Buddies program as well as a March fundraising program for the City of Scottsdale Brown Bag program, which helps seniors in need. They are also active in their support for Toys for Tots, Junior Achievement of Arizona, Sunshine Acres and many more.
About Wilde Wealth Management Group
Wilde Wealth Management Group provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. A fee-based firm with in-house
Investment Advisor Representatives, Certified Financial Planners, Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients’ diverse goals, the firm has been recognized by Forbes as the “Best-In-State Wealth Advisors” and has been named to Barron’s “List of Top 1,200 Advisors” annually for 13 years, most recently ranking as No. 2 in Arizona. Currently, Wilde
Wealth Management Group has five offices across Arizona located in Scottsdale, Glendale, Mesa, Tempe, Tucson and Payson as well as a branch in Terre Haute, Ind. and affiliate partners across the Southwest. 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
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 or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.