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A Relationship Built on Communication

To succeed as an investor, you need to know what's happening with your money and whether you are closer to meeting your goals. We will handle the details, of course, but you need to know the basics. At Wilde Wealth Management Group, we will provide as much information as you need to feel comfortable that your money is being managed properly. This includes:

  • Reports comparing your portfolio's performance to pertinent market indexes
  • Regularly scheduled meetings ensure that your portfolio is on track to meet your financial goals
  • An annual comprehensive review of your financial plan
  • Access to your advisor any time you have concerns or questions
  • A quarterly newsletter to keep you informed about new financial strategies, market information and planning ideas