Wilde Wealth Management Group Sun City-Surprise Donates $5,000 to Sun Health Foundation
(SURPRISE, Ariz. – Jan. 26, 2024) – The Sun City-Surprise office of 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 proud to donate $5,000 to the Sun Health Foundation. The donation, made to honor managing partner Nicholas Bair’s passion for the organization. Bair – both a CERTIFIED FINANCIAL PLANNER® and Chartered Financial Consultant® – serves on the on the Council of Professional Advisors for the Sun Health Foundation, which fosters the concept of philanthropic planned giving to benefit nonprofit healthcare and wellness in the West Valley.
“Members serve as community liaisons and ambassadors, representing affiliated financial and legal disciplines, including but not limited to attorney, CPA, fiduciary, wealth manager, and trust advisor,” said Bair, a West Valley native who lives in Peoria with his wife, Suzanne, and daughter, Alexa, who grew up on Luke Air Force Base and in Glendale. “The Council hosts educational events for the community such as Smart Giving Workshops, during which participants learn more about how to maximize the benefits of charitable giving for them, their family, and the charities they care about.”
Bair opened the Wilde Sun City-Surprise office in 2023 after serving the region for more than 15 years including as senior vice president of investments and private client advisor with J.P. Morgan Wealth Management’s Sun City Grand office, where he also worked as a financial advisor. Bair holds Series 7, Series 65, Series 6, Series 63 securities registrations as well as the Arizona Life and Health Insurance Producers License. He earned his Bachelor of Science degree in Business Administration from Mansfield University.
“When I joined Wilde and expanded our team to Sun City and Surprise, it was important both to me and my colleagues that we expand the Wilde for Arizona Community Outreach Program here as well,” said Bair. “Through it, we are empowered to make a difference in our community through everything from the sponsorship of local sports teams to organizing fundraising events for nonprofits in need to simply donating to causes near and dear to the teams’ hearts. This is the first in a long line of good works we will do in this community.”
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Wilde Wealth is under separate ownership from any other named entity. 13985 W. Grand Ave., Suite 100 Surprise, AZ 85374
*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.