7025 North Scottsdale Road
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.
Over 4,000 advisors who wish to be ranked fill out a 102 question survey about their practice, data is 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 construed as an endorsement of the advisor by any client.
Click here to learn more about our ranking
Shrewd financial advice and savvy wealth management strategies are just the beginning.
Discover an array of services for all your financial needs.
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
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.
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.
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.
Put a century of combined experience to work for you.
Curated articles, videos, and more, for a financially savvier you.
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.
Chief Executive Officer | Investment Advisor Representative
Board of Directors | Investment Advisor Representative
Chief Compliance Officer | Investment Advisor Representative
Chief Operating Officer
"Wealth is the ability to fully experience life."
- Henry David Thoreau
"An investment in knowledge pays the best interest."
- Benjamin Franklin
"Frugality includes all the other virtues."
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Retirement Income and the Traditional Portfolio
Breaking Down the Parts of Medicare
U.S. Personal Savings Rate