Wilde Wealth Management Group Expands to Chandler

(CHANDLER, Ariz. – Jan. 27, 2025) – Wilde Wealth Management Group, a locally owned financial services firm that more than $4.5 billion in assets under administration as of January 2025, providing comprehensive retirement, investment, real estate, insurance, legal, and tax planning services all under one roof, is pleased to announce the opening of its Chandler office, located at 3200 W. Ray Road, Ste. 101. The new office joins the award-winning firm’s offices across Scottsdale, Glendale, Surprise/Sun City, Tucson, Payson, and Sedona.

The 4,876 sq-square-foot space will serve as the home office for several members of firm leadership in partners Jeffrey D. Anthony CFP®, Scott G. Aitken CFP®AIF®, and Seth Wilde AIF® as well as for new key members of the leadership team, notably Lennard van der Feltz, CFP®, MSM, MBA and Jim Tilton, CPA.

van der Feltz joins the firm as a partner after merging his long-time practice, Pinnacle Financial Advisors, with Wilde.

“I co-founded Pinnacle Financial Advisors in 2007 to creative, responsible solutions to clients with unique planning challenges,” said van der Feltz, who has been in the industry for more than four decades, specializing in investment and insurance optimization for tax efficiency, as well as unique challenges of clients’ international portfolios. “I merged into Wilde in 2024 as part of my business succession plan, choosing Wilde because of their reputation, breadth and depth of experience and client-centered philosophy that allows for holistic planning.”

Prior to founding Pinnacle Financial Advisors, van der Feltz started his career at Exxon as an international auditor, analyzing business operations and controls in Paris and Rome before joining TEAMS International as vice president of technology and founder of KnowledgeTrax, a business development planning and technology consulting firm. van der Feltz is a CERTIFIED FINANCIAL PLANNER™ professional, holds his Series 7 and 66 securities registrations, and is a member of the Financial Planning Association Phoenix Chapter. He holds Life and Health Insurance and Variable Life and Variable Annuity licenses. His impressive education background began in The Netherlands at Nyenrode Business University where he developed statistical analysis software. Subsequently, he attended Washburn University in Kansas where he graduated with a Bachelor of Business Administration degree in General Business. From there, he pursued an advanced degree at the prestigious Thunderbird School of Global Management, earning his MBA in International Finance and Operations. He also holds a Master of Science degree in Management in Decision Information Systems from Arizona State University’s W.P. Carey School of Business with an emphasis on Artificial Intelligence and Problem Structuring.

Tilton joins the firm as a relationship manager after merging his firm, Tilton & Co. CPAs, with Wilde. Through Tilton & Co., the Certified Public Accountant has worked for four decades to help small businesses and individuals increase and preserve their wealth. He has also held positions in Fortune 500 companies and also worked with numerous small, local businesses.

“My diverse experience has allowed me to help clients better manage their businesses and personal finances,” said Tilton. “I look forward to working with the Wilde team to consult with individuals and small businesses, reducing tax burden through strategic planning.”

In addition, Wilde Wealth Insurance, which office general liability, property, workers compensation, life and disability insurance, long-term care insurance, and homeowners and renter’s insurance, will also make the Chandler office its headquarters as will partner Phelps LeClair, Wilde’s estate planning partner.

This expansion comes at a time of tremendous growth for Wilde, which recently opened a second office in Scottsdale and launched W Family Office, which offers white glove service for high-net-worth clients by providing wide-ranging investment, wealth management, estate planning, tax and accounting, and insurance services for one flat fee. Drew Kliber, who has more than $110 million assets under administration as of December 2024, lead W Family Office as managing director and partner. Kliber oversees all client engagements as well as works directly with Wilde founder and chief executive officer Trevor Wilde MBA, AIF® and his team to grow the practice via business development as well as through recruitment and training.

For more information, visit www.wildewealth.com.

The Wilde Wealth Management team (courtesy of Wilde Wealth Management Group)
Written by
at Jan 27, 2025

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