Broker Check
 

Blog

Welcome to the Wilde Wealth Management Group Blog! In this blog, you will find valuable information that we feel is important for you to know. Keep an eye out for new blog posts, and as always, happy reading!

 

Monday, May 20, 2019

Please join us in welcoming the newest advisor to join the ranks of our Scottsdale headquarters - Michael Obenauf! Obenauf Press Release

 

Friday, May 17, 2019

May is a very busy birthday month for the Wilde Wealth family! It is also when, in 2014, Doug Cole came to join our Scottsdale location. Today, on his birthday, we'd like to say thank you to Doug for being our rock in the portfolio...

 

Thursday, May 16, 2019

I spent most of one morning on Google, trying to find touching quotes or phrases for selfless people. After all the different websites and searching, the best result was found simply on dictionary.com: self-less adjective concerned...

 

Tuesday, May 14, 2019

Our Barron's Top 1200 honor caught the spotlight in the May/June issue of AZBusiness Magazine!https://issuu.com/azbigmedia/docs/azb_mj2019/10 Over 4,000 advisors who wish to be ranked fill out a 102 question survey about their practice...

 

Sunday, May 12, 2019

Every office should have a Bill Wilde, but there can only be one! We're so thankful that he's the 'patriarch' of our firm. He shares his words of wisdom and encouragement, helping us all remain focused on how important the work we do...

 

Show All

Sunday, May 12, 2019

Wilde Wealth Management Group is proud to introduce you to our newest advisors based in our Tempe location: Jeffrey D. Anthony, CFP® and Scott G. Aitken. Both Jeffrey and Scott have an extensive background in the financial services...

 

Monday, May 6, 2019

Please join us in wishing our own Anna Wales a magical birthday today! Anna is the glue that holds our Scottsdale office together and is the first happy face you see when you walk through the doors. And her happiness doesn't stop at...

 

Friday, May 3, 2019

Wilde Wealth Management Group is proud to announce our affiliation with JRS Wealth Management and Hallmark Financial in Tucson, Arizona. Both JRS Wealth Management and Hallmark Financial bring invaluable experience to our firm and we...

 

Thursday, May 2, 2019

Please join us in wishing our own Kirtus Brutsman a very happy birthday today! Kirtus is the cornerstone of our Glendale office and brings such radiant positive energy for our clients and team alike. He has a true passion for helping...

 

Tuesday, April 2, 2019

In honor of our 11th year on #BarronsTop1200, and to celebrate Arizona Gives Day, we’re excited to donate $1100 to the communities we’re proud to have served since 1991!- $500 to Paws and Stripes; a New Mexico charity...

 

Friday, March 29, 2019

Thank you to everyone who attended our bi-annual Client/Referral Appreciation Night last week at the Salt River Fields at Talking Stick. We had a blast watching the Diamondbacks take on the San Diego Padres. We hope you enjoyed the...

 

Monday, March 25, 2019

Thank you to the Heritage Academy for inviting our team member, Doug Cole, to teach students in the Financial Applications class the importance of financial responsibility. Doug discussed a variety of topics ranging from compound...

 

Tuesday, March 19, 2019

Trevor is featured in this month’s issue of Arizona Health & Living magazine. In this article, Trevor details the importance of teamwork and creating strong leaders. He also highlights the importance of giving back to the...

 

Sunday, March 17, 2019

A caring heart has no borders. Last week was Spring Break for many in the valley. The Wilde family enjoyed a vacation packed with quality time, laughs, and memories they’ll cherish for years to come. As a steward of our Wilde for...

 

Thursday, March 14, 2019

Thank you to the Phoenix Business Journal for the spotlight in the latest issue's 'People on the Move' section! Here is a link to the article: PHX BJ People on the Move

 

Tuesday, March 12, 2019

For the 11th year in a row. Trevor Wilde and Wilde Wealth Management Group have been recognized by Barron's on their annual list of the top 1200 advisors nationwide. This year marks the highest rating; #4 in the state of Arizona! We...

 

Sunday, March 10, 2019

This past Saturday, our COO, Stephanie Kotula, and Senior Administrative Account Manager, Angela Brown, were honored to volunteer at the 23rd Annual Fresh Start Foundation’s Spring Gala at the Phoenician. Although they had to...

 

Tuesday, March 5, 2019

Our expanded Tempe location is beginning to look a lot like ‘home’ thanks to our friends at Image 360 - Scottsdale!

 

Friday, March 1, 2019

Thank you to everyone who attended our annual Forecast event! It was a pleasure to see all of you! We hope that you found the seminar worthwhile and that we were able to answer some of your questions and/or concerns regarding the...

 

Monday, February 25, 2019

Today we celebrate Vanessa Blaha, who joined the administrative department of Wilde Wealth Management Group back in 2011. Since then, her dedication and hard work helped her climb the ranks to the department head for all our...

 

Thursday, February 14, 2019

We're a family company. Between our staff and family of advisors, we have over 50 kids and over 25 grandkids (I lost count somewhere around the mid-twenties!) We recognize our role as stewards of this planet that we leave to the next...

 

Saturday, February 9, 2019

Happy birthday to our own, Sean Boyle! Sean 'officially' became a member of the Wilde Wealth family in 2017 after completing a 90-day internship. His invaluable work behind-the-scenes helps our team provide the exceptional level of...

 

Friday, February 8, 2019

Don’t forget to RSVP to our 2019 Forecast Event! Our presentation will discuss how the market fared in 2018 and our expectations for 2019. We will be hosting the presentation at two different valley locations for your convenience...

 

Thursday, February 7, 2019

Please join us in wishing our own Barbara Scott a magical birthday today! Barb recently celebrated her 11th anniversary as a part of the Wilde Wealth family. We wouldn’t be where we are today if it wasn’t for our invaluable...

 

Monday, February 4, 2019

Wilde for ArizonaTM is excited to be a part of ‘A Night in Casablanca’ – the annual fundraising gala benefiting Child Crisis Arizona. You can check out the event details and buy tickets online at https://childcrisisaz...

 

Saturday, January 26, 2019

Today we celebrate the 3-year work anniversary of Randi Hartmann! Randi is based in our Glendale office and helps support the client service needs for our advisors Janenne Lackey and Lionel Evans. And honestly, everyone else that needs...

 

Friday, January 25, 2019

Wilde Wealth Management Group proudly serves clients from coast to coast. With that said, we understand that some investors may prefer an advisor in their hometown that they can meet with face-to-face. If you have friends or family...

 

Thursday, January 24, 2019

Please join us in sending special birthday wishes to the newest member of our family, Angela Brown! Angela joined us last year and is Trevor's right-hand for all client service needs. For all you parents out there - do you remember...

 

Friday, January 18, 2019

Trevor Wilde was recently featured on CBS 5 News where he discussed the volatility of the stock market. Be sure to watch the video below. Way to go, Trevor! https://www.youtube.com/watch?v=FOiPeGZ4XuA&t=22s

 

Tuesday, January 15, 2019

Arizona is home to passionate people with big dreams. It’s built, piece by piece, by our neighbors, colleagues, and families. And it’s certainly worth talking about. Wilde Wealth is excited to be a part of the new AZ5C!...

 

Saturday, January 12, 2019

Please join us in wishing our own, Janenne Lackey, a very happy birthday! Janenne has been an integral part of our success and growth. We've more than tripled in size in the 16 years she's been here! She is an advisor, our firm's Chief...

 

Thursday, January 10, 2019

News of our Tempe suite upgrade is spreading! Check out this article in The Arizona 100, and scroll to the business section: http://email.thearizona100.com/q/13Wiuownx5nUXCY6fDcfM/wv

 

Thursday, January 3, 2019

We hope you all had a lovely holiday season! Now that everyone is back in the office, we're noticing just how many of us got new cell phones for the holidays. If you find yourself in this fortunate bunch, don't forget that we are an...

 

Wednesday, January 2, 2019

Today marks the 5-year work anniversary for Sheila Matusow - congrats! It's difficult to start a new job immediately after the holidays, but when Sheila joined us in January of 2014 her immediate focus was on taking care of our clients...

 

Sunday, December 30, 2018

Our affiliate office, Chris Smith Investments, in Payson received their first snow of the season! What a wonderful way to celebrate the Holidays. We hope you and your family are enjoying the Holidays as well!

 

Friday, December 14, 2018

Thank you to all that donated to our #WildeforArizona fundraiser, benefiting Marine Toys for Tots Foundation. We broke another record this year, collecting 767 toys!

 

Tuesday, November 27, 2018

#WildeforArizona is thrilled to make this #givingtuesday donation of an additional $1,064 to Child Crisis Arizona. We couldn’t have done it without you! We’ve committed to donating a dollar for each new follower and each...

 

Thursday, November 22, 2018

Happy Thanksgiving! There is no better time to thank you, our clients, for allowing us the pleasure of serving you and for your continued trust in us. You are much appreciated. We wish you and your family a wonderful Thanksgiving Day!

 

Friday, November 16, 2018

#WildeforArizona was proud to volunteer this Friday at St. Mary’s Food Bank in Phoenix, and packed the most pallets of emergency meal kits for the entire week! Our time donation yielded meals for 1600 hungry community members...

 

Tuesday, November 13, 2018

There are more than 20 million veterans living across the United States. Today and every day, we offer a heartfelt ‘thank you’ for your service and sacrifice. In honor of the veterans/clients we serve, we’re proud to...

 

Friday, November 2, 2018

We have been hard at work moving into our new Tempe office. We are so excited to share our beautiful new space with you!

 

Wednesday, October 31, 2018

If trick-or-treating in your neighborhood requires a trick to get a treat, your little ghosts and goblins will need some short and easy-to-remember options. Here are a few that were recommended by Reader’s Digest: • What has...

 

Tuesday, October 16, 2018

Did you know that each of our 4 Arizona offices are official donation sites for Cell Phones For Soldiers? With the holidays fast-approaching, Wilde for Arizona hopes to keep our brave men & women serving on the front lines in touch...

 

Sunday, October 7, 2018

Thank you to everyone who attended our bi-annual Client/Referral Appreciation Night this past Saturday, October 6th at the Gila River Arena. We had a blast watching the Arizona Coyotes take on the Anaheim Ducks.We enjoyed spending the...

 

Saturday, October 6, 2018

Thank you to all that came out to support our#WildeforArizona volunteer efforts at Feed My Starving Children - Mesa! We had over 60 adults and kids in our group, all working together to make an impact on the children of the Philippines...

 

Friday, October 5, 2018

Congratulations to our own Douglas Cole for being featured in the September/October issue of AZ Business Magazine. This 3-page article details how interest rate hikes can impact your personal finances and includes commentary from other...

 

Friday, October 5, 2018

Wilde Wealth Management Group and Chris Smith Investments had a great time at the 4th Annual Rim County Senior Expo last week! Thank you to all who stopped by our booth and talked with us!Don't forget to call 928-472-7634 to schedule a...

 

Wednesday, September 26, 2018

#WildeforArizona was pleased to donate $1,000 at the 2018 Lunch for Love fundraiser for Child Crisis Arizona. Through the powerful messages shared at this event, our staff will be better equipped to explain the vision of Safe Kids,...

 

Thursday, September 20, 2018

Thank you again to the Phoenix Business Journal for selecting our own Trevor Wilde as one of their honorees for 2018's Most Admired Leaders! This award is nomination-based and the winners were selected by a panel of judges.

 

Sunday, September 9, 2018

Our firm’s charitable arm, Wilde for Arizona™ Community Outreach Program, is aptly named. At its heart is one thing: community. We invite you all to join us on Saturday, October 6th from 9 – 11 am, where we will be...

 

Tuesday, September 4, 2018

We are thrilled to introduce you all to the newest member of the Wilde Wealth family, Ryann Sampson. Ryann was born to our own Andrew Sampson and his wife Kimber Sampson. Ryann weighed in at 5 pounds 9 ounces and measured at 18 inches...

 

Thursday, August 30, 2018

Thank you to Cetera Financial Group for hosting their annual Connect Conference in San Antonio last week!It was an incredible conference full of growth and celebration, leaving all who attended feeling inspired. We are so grateful for...

 

Monday, August 27, 2018

Our firm's charitable arm, Wilde for Arizona, was proud to donate to Soldiers' Angels through the Caring Cetera program. Our $1,500 corporate donation was accompanied by individual cash donations from our staff and colleagues, a $50...

 

Friday, August 17, 2018

Thank you to everyone who attended our Half-Time Event 2018! We enjoyed seeing all of you! We hope that you found the seminar to be of value and that we were able to answer some of your questions regarding the market. Be sure to mark...

 

Wednesday, August 8, 2018

We are very proud to announce that Trevor Wilde has been named one of Phoenix Business Journal's Most Admired Leaders for 2018. This award honors those who have demonstrated leadership both professionally and within their community....

 

Wednesday, August 8, 2018

Don’t forget to RSVP to our 2018 Half-Time Report! We will analyze the events that took place in the market during the first half of 2018. Hear ideas on how these events unfolded and could possibly impact the remainder of 2018....

 

Monday, August 6, 2018

We'd like to extend a BIG thank you to our amazing clients, staff and business partners for donating to our 2nd Annual Wilde for Arizona Back-to-School Backpack Drive, benefiting Child Crisis Arizona. This year we were able to donate...

 

Friday, August 3, 2018

Thank you to North Valley Magazine for the incredible piece they did on Trevor Wilde. This detailed and personal piece illustrates the hard work and dedication Trevor put forth into helping make Wilde Wealth Management Group what it...

 

Friday, June 29, 2018

Wilde Wealth Management Group is pleased to announce an overwhelming start to this summer's backpack drive benefitting Child Crisis Arizona. Thank you to each and every one of you that have donated items from our WishList! We are still...

 

Friday, May 25, 2018

In honor of our 10th year on the Barron’s Top 1200 Advisors List, and to say ‘thank you’ to our community that we’ve been proud to serve for over 25 years, we are pleased to present this donation to Child Crisis...

 

Friday, May 11, 2018

We're pleased to announce a new member joining our team of Investment Advisor Representatives. Please join us in welcoming Jason Fial to Wilde Wealth Management Group! Press Release - Fial joins WWMG

 

Friday, May 11, 2018

We’d like to thank Harmony Insights for leading our firm in a very productive seminar on #teamwork and effective #communication utilizing the #DiSCprogram and strategies. After a very impactful indoor session, we tore up the...

 

Friday, May 4, 2018

Be sure to check out the May issue of In Business Magazine where Trevor Wilde goes in depth of how our business was formed and the lessons he has learned along the way. You can check out the full May Issue here: https://issuu...

 

Tuesday, May 1, 2018

Recently, Trevor Wilde attended the annual Cetera Advisors’ Circle of Excellence awards conference, aimed at bringing together advisors from across the country to celebrate the accomplishments of 2017. The conference featured...

 

Thursday, April 19, 2018

Phoenix Business Journal has ranked Wilde Wealth Management Group No. 13 on its annual list of top investment advisors. We are very proud of this achievement! Thank you to our clients for the continued support and confidence that you...

 

Sunday, April 15, 2018

Thank you to our clients, friends and families for joining our Wilde For Arizona™ Community Outreach Program in the Cookies and Milk Run 5k this past Saturday at the Scottsdale Sports Complex! Proceeds from the race will benefit...

 

Tuesday, April 10, 2018

Check out the March issue of College Times magazine where our advisors, Kirtus Brutsman and Elizabeth Symons, discuss why they chose to pursue a career in the financial field. https://issuu.com/timespub/docs/ct_0315_book/16

 

Tuesday, March 27, 2018

In case you missed it, the March/April edition of AZ Business Magazine features our own, Kirtus Brutsman, in an interview on the local housing market: https://issuu.com/azbigmedia/docs/azb_marchapril_2018/26

 

Thursday, March 22, 2018

We are proud to announce that Trevor Wilde & Wilde Wealth Management Group have been recognized in Barron's "America's Top 1200 Financial Advisors 2018" list for the 10th consecutive year. This year we reached our highest ranking to...

 

Tuesday, March 13, 2018

In case you missed it, Wilde Wealth Management Group was featured in the Winter/Spring edition of AZ Business Angels. Their story about how to best “Cultivate a Community Giving Program” on pages 28-33 highlights the...

 

Monday, March 5, 2018

Trevor Wilde Renews Accredited Investment Fiduciary Designation From The Center For Fiduciary Studies Scottsdale, Arizona, March 5, 2018, Trevor Wilde of Wilde Wealth Management Group, has renewed his Accredited Investment...

 

Tuesday, February 20, 2018

In 2003, while Morrison Ranch resident Seth Wilde was still in college, his father Bill and brother Trevor partnered together to form Wilde Wealth Management Group. Their mission was two-fold: to offer investment and planning advice in...

 

Friday, January 26, 2018

In case you missed it, our very own Stephanie Kotula was featured in the AZ Business Magazine’s article “30 Millennials who are Changing Arizona’s Business Landscape”. Stephanie was selected for her leadership...

 

Friday, January 26, 2018

You can do anything. But you cannot do everything – at least not all of the time. Life is about balance. Recently, Crain's Phoenix interviewed our managing principal Trevor Wilde on how finding balance was key to Wilde Wealth...

 

Tuesday, August 1, 2017

SCOTTSDALE, Ariz., Aug. 1, 2017 -- Wilde Wealth Management Group is pleased to announce that Arizona financial planner Dustin Brown is joining them as an affiliated advisor. He will be doing business as DM Brown Financial Services LLC...

 

Monday, March 27, 2017

Trevor Wilde & Wilde Wealth Management Group Move Up Six Spots to Number 12 in Barron's "America's Top 1200 Financial Advisors 2017" List SCOTTSDALE, Ariz., March 27, 2017 -- Wilde Wealth Management Group, an independent financial...

 

Tuesday, January 31, 2017

Arizona financial planner Lionel Evans has a reputation for truly caring about his clients. He is known for developing long-term relationships and going the extra mile to provide the most outstanding customer service. Lionel does not...

 

Monday, January 16, 2017

Scottsdale, Arizona, January 15, 2017, Trevor Wilde of Wilde Wealth Management Group, has renewed his Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies™ (the Center), the...