Broker Check

Wilde Wealth Management Group and Trevor Wilde are proud to be ranked Arizona’s top financial advisor for 2020 by Barron’s. This marks the 12th consecutive year that Wilde Wealth Management Group and Trevor Wilde have been honored by Barron’s as one of the top advisors in Arizona and the nation.

Barron’s rankings are based on data provided by over 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.


Click here to learn more about our ranking

Discover Intelligent Investing for a Smarter Tomorrow

Shrewd financial advice and savvy wealth management strategies are just the beginning.

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's most-unexpected events.

Meet Our Team

Put a century of combined experience to work for you.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

About Us

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have over a century of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

Connect With Us

Leadership

Trevor Wilde

Trevor Wilde, MBA, AIF®

Managing Director | Investment Advisor Representative

480.361.6203

480.361.6215

William Wilde

William R. Wilde

Board of Directors | Investment Advisor Representative

480.361.6203

480.361.6215

Janenne Lackey

Janenne Lackey, CFP®

Chief Compliance Officer | Investment Advisor Representative

480.361.6203

480.361.6215

<p>Test Your Estate Strategy Knowledge</p>

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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<p>5 Benefits of Working in Retirement</p>

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.
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<p>Keep Your Umbrella Handy</p>

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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<p>Countering Counterfeit Currency</p>

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.
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