Broker Check

About Us

Our Firm

The Wilde Wealth Way of Serving You

Our business is built on a foundation of thoughtful client relationships. Time is precious. There is no pause button on your life. We get that. In fact, that is why we built our business differently than most from the onset. At Wilde, we’re not only designed to serve you, your business and your family, but to serve you effectively and efficiently without losing that personal touch—and without taking extra time out of your busy life.

How do we do this? First, our advisors have access to six offices across Arizona—in Scottsdale, Sedona, Tempe, Glendale, Payson and Tucson—to make it easy for you to meet us near your home and business, be it in northern, central or southern Arizona. Furthermore, as we continue to grow, we have added office locations in both Terre Haute, Indiana and San Luis Obispo, California.

Second, we are a fee-based firm with in-house Independent Investment Advisors. Being fee-based means more transparency, ongoing monitoring and re-balancing, professional management and oversight, greater investment access, more effective diversification, and advice-based relationships.

And finally, we’ve built our firm to provide you with an integrative, coordinated process through a wide range of in-house services, which, at other firms, are often outsourced, as well as strategic partnerships with local licensed professionals. This allows us to serve you more efficiently, saving you time and ensuring a high standard of support across all your financial services.

Award-Winning Process

Barron's Top 1200 Financial Advisors



*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. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.


Forbes Best-In-State Wealth Advisors


The Forbes ranking of Best-In-State Wealth Advisors, 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 April 2024 and 44,990 nominations received, based on thresholds - 23,876 invited to complete online survey – 20,412 telephone interviews – 4,926 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. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.


Barron's Top 250 Private Wealth Management Teams

2024 Top 250 Private Wealth Management Teams issued by Barron’s. Advisors fill out a 102-question survey about their practice. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. 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. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.


Barron's Top 100 Financial Advisors

 

Barron's Top 100 Financial Advisors: 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. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

We’re All Here for You

We’re All Here for You

The professionals at Wilde Wealth have over a century of combined experience. We’ve curated a large staff and local partnerships with a variety of specialties designed to deliver truly comprehensive service for every stage of your financial journey. From college planning to retirement planning, tax preparation, investment management and much more, the entire Wilde Wealth team is here for you. Between 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 your finish line.

Serving Our Community the Wilde Way

Serving Our Community the Wilde Way

At Wilde, we are committed to contributing to the communities in which we live and work. Our firm has been fortunate to work with Child Crisis Arizona, Feed My Starving Children, Boy Scouts of America, Rim County Literacy Program, St. Mary’s Food Bank, AZ Tuition Connection, and many other wonderful charities. We are also a host site for Cell Phones for Soldiers and remain committed to charitable causes in and around the valley through our Wilde for Arizona™ Community Outreach Program. Our CEO, Trevor Wilde, also holds board positions for Child Crisis Arizona, Junior Achievement, and Gridiron Greats. In addition, our COO, Jaclyn Yoder, is a board member for Chrysalis. When we’re not in the office, you’ll often find us out in the community, still doing what we love—serving.

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.


Meet The Team

Our team is composed of multiple professionals that have years of combined experience in financial services. Whether you are looking to start building wealth, plan for retirement, or preserve your assets, our client-centered team is ready and able to start you on a path toward success

Our Core Values

Integrated + Coordinated

Being truly integrative means we can streamline our processes and coordinate details because we have the complete picture and can act swiftly and in the client’s best interest in all matters.

Family
Oriented

At Wilde Wealth, we’re deeply committed to our families. We operate from multiple offices in multiple states, but as we grow, we don’t lose sight of what’s most important: family.

Proven
Process

The world of finance can seem overwhelming so we focus on making it simple with a time-tested approach to building a financial foundation to make goals and desires are possible.

Consistent Communication

We’re committed to engaging with clients in a variety of predictable ways. They can trust our recommendations and they have the insight and resources to dive deeper anytime along their journey.

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It's fast, free and displays your number instantly.

Get Your Number

Our Strategic Partners

Parent Company: Cetera Financial Group

Our Custodian: Pershing

Our Services

Let us save you time and unnecessary stress. Discover a wide range of services designed to be fully integrative through a carefully coordinated process executed by our large staff and through strategic local partnerships.

Explore Serives

Our Approach

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We strive to work together seamlessly to provide you with excellent and truly comprehensive service.

Our Approach

Our Team

With over 100 years of combined experience in financial services, you can trust the professionals at Wilde Wealth to address your needs and help you build the financial foundation you need to pursue the life you want to live.

Meet the Team