Broker Check


Wilde Wealth Management Group and Trevor Wilde are proud to be ranked as one of Arizona’s top financial advisors for 2021 by Barron’s and Forbes, ranked #2 overall in the state. This marks the 13th 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.

Trevor Wilde award recipient.

 

*Barron’s Top 1200 Advisors: Listing in this publication is not a guarantee of future performance or success.  Over 4,000 advisors who wish to be ranked fill out a 102 question survey about their practice, data is verified and 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 advisor’s 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.

**The Forbes ranking of Best-In-State Wealth Advisors (awarded to Trevor Wilde), developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of March 2021 and 32,725 nominations received, based on thresholds - 15,854 invited to complete online survey - 13,114 telephone interviews - 2,085 in-person interviews at Advisor’s location. 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.

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  • Investments

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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.

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Leadership

Trevor Wilde

Trevor Wilde, MBA, AIF®

Chief Executive Officer | 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

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