Blog

Our March birthday's are here! Please wish Marcus Ortega, Stephanie Davis, Gus Dekavallas, and Taylor Whatcott a happy birthday this month. Thank you for all that you do for Wilde Wealth Management Group.

Our February Birthdays are here! Please wish Colleen Napier, Ben Fernandez, and Annette Escalante a happy birthday this month. Thank you for all that you do for Wilde Wealth Management Group.

Let us celebrate our January Anniversaries! Please wish Janenne Lackey, Seth Wilde, Sheila Matusow, Lionel Evans, Hayley Veal, and Alison Biggs a happy anniversary this month. Thank you for all the hard work and dedication you put into...

Our January birthdays are here! Please wish Katie Hawkins, Angela Brown, Amalea Zegarzewski, and Hayley Veal a happy birthday this month! Wishing you all a very special birthday. 

We are proud to announce that this month, we were able to donate 500 toys and $5,000 in cash to Toys for Tots, bringing joy to more than 800 children in need! This is our 18th year supporting the Marine Toys for Tots Foundation through...

Our work anniversaries for December have arrived! Please celebrate this month's anniversaries that include Colleen Napier, JoAnn Lickar, Mike Self, Jennifer Noland, Krystal Lightfoot, and Jordan Raymond. We appreciate all you do on...

Our December birthdays are here! Please join us in wishing Ashley Vest and Scott Aitken a very happy birthday this month. We hope you have an amazing birthday!

Wilde Wealth Management Group is pleased to formally announce the transition of Kincaid Financial Advisors. This celebration is bittersweet as we honor John Kincaid, a beloved business and community leader in Sedona who passed away in...

Our November work anniversaries have arrived! Please join us in wishing a happy anniversary to Andrew Sampson, Chloe Tigrett, Chris Smith, Gus Dekavallas, Jason Benedetti, Larry Ritter, Shelly Sundra, and Stephanie Nicholson. We...

We are incredibly thankful to all who attended our 2022 Wilde Wealth Fall Advisor Forum. It was a great day with amazing people! Thank you to our advisors, guests’ speakers, and event sponsors for making the day...

Our November birthday's are here! Please wish Stephanie Nicholson and James Stark a happy birthday this month. Thank you for all that you do for Wilde Wealth Management Group!

What a blast! We had a great time celebrating Arizona’s Most Admired Companies for 2022! We are incredibly honored to be named amongst many other great companies. Thank you to our amazing clients and staff for your continued...

Our October work anniversaries are here! Please join us in wishing a very happy work anniversary to Angela Brown, Anthony Williams, and Marcus Ortega. We are so grateful to have you on our team and for all that you do for Wilde...

Our October birthday's are here! Please wish Tracey Rumley, Wilde Wealth - Andrew Sampson, Robert Shipe, Larry Ritter, Anthony Williams, and Sheila Matusow a happy birthday this month. Thank you for what you all do for...

What an impact! Thank you to all our clients and staff who participated in our 3Q Donation Drive for Chrysalis. With our coordinated effort, we were able to donate over $3,200 worth of supplies to Chrysalis, as well as make a...

Wilde Wealth Management Group and Wilde For Arizona are proud to continue our partnership with Arizona Tuition Connection by donating $85,000 to a scholarship fund which will provide a scholarship to...

Our September work anniversaries are here! Please wish Ben Zamora and Zayna Flores a happy anniversary. We appreciate all that you do on behalf of Wilde Wealth Management Group.

Our September birthdays are here! Please wish Kelly Hall, Jennifer Noland, Jordan Raymond, Jessica Olsen, Sarah Mosbach, and Shelly Sundra a happy birthday this month! Thank you for what you all do for Wilde Wealth...

We've refreshed our website to reflect our firm's growth and our dedication to growing, protecting, and preserving our client's financial foundation. Visit the link and tell us what you think: https://www.wildewealth.com/

Our August work anniversaries are here. Happy one year to Annette Escalante, Ashley Vest, Ben Fernandez, and Robert Shipe. Thank you for all that you do for Wilde Wealth!

Our August Birthday's are here! Please wish Jason Fial, Ben Zamora , and Chloe Tigrett a Happy Birthday this month. Thank you for all that you do for Wilde Wealth.

What a fun Friday night with Concerts in the Plaza in San Luis Obispo! The wonderful live music and amazing people made for a memorable night. Special shout out to Dante Marsh and The Vibe Setters for an incredible performance! If you...

We'd like to extend a huge thank you to our amazing clients, staff and business partners for donating to our Wilde for Arizona Back-to-School Backpack Drive, benefiting Child Crisis Arizona.We were able to hit our goal of 25 backpacks,...

A brand-new episode of the Wilde Wealth Way podcast is live! Listen in as Wilde Wealth COO, Jackie Yoder, is joined by Wilde Wealth Intern, Jake Chapman to discuss interning at Wilde Wealth and the value of having positive role models...

Check out the most recent article by the Forbes Finance Council , where our CEO, Trevor Wilde, and other industry professionals discuss how imperative it is for businesses to have a robust disaster plan in place to contend with the...

Our workplace anniversaries for July have come. Anthony Cosentino will be commemorating one year here. We appreciate all that you do for Wilde Wealth Management Group. 

It's time for our July birthdays! Happy birthdays to Rob Huish and JoAnn this month. We appreciate what you do for Wilde Wealth. Birthday greetings!

Congratulations on your graduation! What a wonderful day to celebrate our valley youth's bright futures! Thank you to every one of our clients, employees, family members, and friends who donated school supplies to these bright kids. We...

Thank you to all who attended our 2022 Wilde Wealth Advisor Summer Summit Forum! It was a wonderful afternoon spent with amazing people. The afternoon was filled with informative and inspirational presentations that moved all in...

We are tremendously delighted to announce that Wilde Wealth Management Group COO, Jackie Yoder, has been selected as an honoree in the Phoenix Business Journal's 40 under 40 list for 2022! Jackie’s fierce leadership, resolute...

Our work anniversaries in June have arrived. Cheyenne's upbeat demeanor has always been a bright spot in our company. Thank you very much for your efforts on behalf of Wilde Wealth.

The team at Wilde Wealth Management Group is extremely proud to be included in the Phoenix Business Journals 2022 Book of Lists as among the top Investment Advisors in the Valley. The list, developed annually, looks at the total number...

Our June Birthdays are here! Please wish Jason Benedetti, Anthony Cosentino, Lionel Evans, Alison Biggs, and Zayna Flores a happy birthday this month! 

Thank you for organizing the Circle of Excellence conference in Maui, Cetera Financial Group! And a big thank you to all our Wilde Wealth Management Group advisors who were able to attend.

Thank you to Forbes and the Forbes Finance Council for featuring our CEO, Trevor Wilde, in their most recent article. Trevor and other members of the Forbes Finance Council offer great tips and insight for business owners who are...

Wilde Wealth Management Group is proud to be the title sponsor for the Barley & Vines Event in Payson, AZ! There will be music, food, and drinks. Purchase your tickets with this link https://barleynvines.com/. We hope to see you there!...

Our May Work Anniversaries are here! Pease wish them a happy anniversary this month. Thank for Douglas Cole, Scott Aitken, Jeff Anthony, Rob Huish, and Jason Fial for all that you do for us here at Wilde Wealth

Our May birthdays are here! Please wish them a happy birthday on their special day! Thank you for all that you do for Wilde Wealth Management Group!

Check out this great article featuring Wilde Wealth advisor Scott Aitken and Wilde Wealth affiliate, Anthony Williams of Mosaic Financial, where they share ideas how to save money and avoid going into the red this holiday season. Read...

Building your credit score is no easy feat, particularly for young adults who are just starting out. Fortunately, our CEO Trevor Wilde, and other financial professionals from the Forbes Finance Council, have provided some simple...

We are pleased to announce that Benjamin Fernandez has joined Wilde Wealth Management Group as an Investment Advisor Representative. Benjamin is based at our Tucson office location. You can read more about Benjamin and his path to...

Wilde Wealth Management is pleased to announce that Robert R. Shipe has joined our firm as a senior financial advisor! The addition of Rob to our team marks our expansion to San Luis Obispo, California. Welcoming to the team, Rob! You...

We are pleased to announce that Anthony Cosentino, CFP®, has joined Wilde Wealth Management Group. Anthony joins us as an Investment Advisor Representative and is based in our Scottsdale headquarters. You can read more about...

Congratulations Trevor Wilde and Jackie Yoder for being featured in the July issue of Scottsdale Airpark News! This great article highlights the notable work both Trevor and Jackie participate in outside of the office.

Wilde Wealth Advisor, Ben Zamora, joined Arizona Daily Mix recently to discuss the current crypto craze and provide a break down of cryptocurrency, blockchain, and NFTs. Be sure to check out this informative interview!

Wilde Wealth Management Group has partnered with Arizona Tuition Connection to develop a scholarship fund helping low-income students to attend Notre Dame Preparatory Academy during the next school year. The scholarship is possible...

We are delighted to announce that Muhlenfeld & Huish has partnered with Wilde Wealth Management Group. Muhlenfeld & Huish is a financial partnership located in Scottsdale, Arizona with over 80 combined years of experience in the...

Wilde Wealth Advisor, Ben Zamora, chats with Fox 10 Arizona about child tax credits: Who is eligible, and how it affects your taxes. Click here to view the video: https://www.fox10phoenix.com/video/934320

Be sure to check out this great article about our affiliates, Jim Stark and Tim Lewis from JRS Wealth Management Group. Congrats to our affiliates, Jim Stark and Tim Lewis for being featured in

Click here to view article: http://northphoenixfamily.com/local-dad-looks-redefine-meaning-success/ Local Dad Looks to Redefine the Meaning of Success Valley dad Michael Self was born and raised in Toledo by a single mother. One of...

Great job, Trevor! Trevor Wilde is featured in the March/April issue of Az Business magazine in an article titled, The Business Case For Diversity. Be sure to give this wonderful article a read, as it discusses how diversity and...

Great job, Tim! Tim Lewis, an advisor at our affiliate office JRS Wealth Management Group in Tucson, was featured on Arizona Daily Mix! Click here to watch the interview: https://www.dropbox...

Way to go, Lionel! Wilde Wealth advisor, Lionel Evans, is named as one of the Diverse Business Leaders to Watch in 2021 by AZ Business. Click here to view the article: https://issuu.com/azbigmedia/docs/azb_ma2021/54

Great job, Trevor! Trevor Wilde’s Forbes Best-in-State Wealth Advisors ranking caught the attention of Arizona Health and Living Magazine. Click here to view the article: https://healthandliving...

Our business partner, Casey Taylor, was recently featured in an article published by AZ Central discussing principal interest taxes insurance.

Wilde Wealth advisor, Ben Zamora, joins Fox 10 Arizona to discuss 2021 tax tips and how your tax filings may affect your stimulus check.

To read the full article, click here: https://healthandliving.com/AZ/story/jonathan-corcoran-joins-mosaic-financial-associates-as-a-wealth-advisor/832/ Jonathan Corcoran Joins Mosaic Financial Associates As A Wealth Advisor Mosaic...

Click here to view the article: https://business.tucsonchamber.org/news/details/news-release-1-26-2021 JRS Wealth Management and Hallmark Financial Enhance Partnership with Wilde Wealth Management Group; Firms Donate $3,000 to Gospel...

Click here to view full press release: JRS Wealth Management and Hallmark Financial Enhance Partnership with Wilde Wealth Management

The Week on Wall Street Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard &...

Click here to view the full article: http://northphoenixfamily.com/valley-dad-passion-sports-hard-work/ Valley Dad with a Passion for Sports and Hard Work North Valley dad Casey Taylor, founder and owner of Mortgage Consultant Network...

The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Advisors or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or...

The Week on Wall Street Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors. The Dow Jones Industrial Average gained 1.35%, while the Standard &...

The Week on Wall Street Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill.The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard & Poor’s 500...

The Week on Wall Street Stocks retreated last week on rising COVID-19 infections and slow progress on an economic relief bill. The Dow Jones Industrial Average dipped 0.57%, while the Standard & Poor’s 500 dropped 0.96%. The Nasdaq...

Michael Obenauf was featured on Channel 3 News, where he discussed some financial goals that you can set for yourself in 2021. Great job, Michael!

North Phoenix Family wrote an excellent article about our business partner, J.D. Wyczalek. Be sure to give this article a read. Way to go, J.D.! Click here to view the article: http://northphoenixfamily...

The Week on Wall Street Stocks marched higher last week on an improving outlook for the passage of a fiscal stimulus package. The Dow Jones Industrial Average rose 1.03%, while the Standard & Poor’s 500 tacked on 1.67%. The Nasdaq...

Recently, Wilde Wealth advisor, Janenne Lackey, was featured on Arizona Daily Mix where she talked about women and the different ways that they must approach their finances. Great job, Janenne!

Congratulations to our business partner, Casey Taylor for being featured on Arizona Daily Mix! In this segment, Casey talks about the current real estate market in Arizona, and where he believes it is going in 2021.

The Week on Wall Street Stocks surged last week, ignited by another COVID-19 vaccine announcement, encouraging economic data, and the easing of political uncertainty.The Dow Jones Industrial Average rose 2.21%, while the Standard &...

The Week on Wall StreetDespite news of another COVID-19 vaccine candidate, stocks were mixed amid investor anxiety over an increase in new infections and economic lockdowns.The Dow Jones Industrial Average fell 0.73%, while the...

The Week on Wall Street News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh...

Full link to article: https://issuu.com/azbigmedia/docs/azb_so2020_64d13dc46d4b52/110 Here’s how to save money even during a pandemic BUSINESS NEWS | 9 Nov | ALISON BAILIN BATZ Rewind 10 years to 2010. Seems like a lifetime ago,...

The Week on Wall Street Stocks soared last week as investors anticipated that a split Congress would raise legislative hurdles to changing corporate taxes and adjusting regulatory oversight of big technology companies.The Dow Jones...

Scott Aitken joins Arizona Daily Mix where he talks about the importance of saving money and establishing an emergency savings account. Great job, Scott!

We are proud to announce Mosaic Financial Associates has partnered with Wilde Wealth Management Group.

The Week on Wall Street Stock prices dropped last week as hopes for a fiscal stimulus bill faded and investors focused on rising COVID-19 infections, here and abroad. The Dow Jones Industrial Average slid 6.47%, while the Standard &...

The Week on Wall Street The failure to reach an agreement on a new fiscal stimulus bill soured investor sentiment and sent stocks modestly lower for the week. The Dow Jones Industrial Average fell 0.95%, while the Standard & Poor’s...

Congratulations, Michael Obenauf! Michael was featured on the Arizona Daily Mix, where he shares his recommendations on how to budget and save for the holidays. Well done, Michael.

Congratulations to Michael Obenauf, who was featured in Payson Roundup newspaper. Michael wrot

The Week on Wall Street Stocks treaded water last week amid fading prospects for a stimulus bill, fears of a second wave of COVID-19 cases, and increasing political and regulatory pressures on Big Tech companies.The Dow Jones...

The Week on Wall Street Stocks staged a powerful rally last week, riding a wave of optimism over the prospect of the passage of a new fiscal stimulus bill.The Dow Jones Industrial Average rose 3.27%, while the Standard & Poor’s 500...

Jeff Anthony talks with Good Morning Arizona about the current state of the market, how the election may impact the market and, the do’s and don’t of navigating the marketplace.

Congratulations to our strategic business partner, Casey Taylor, for being featured in Scottsdale Airpark Magazine. In this issue, Casey talks about the importance sweat equity and how that helped him become the successful businessman...

The Week on Wall Street Stocks advanced last week, propelled by hopes that legislators may reach an agreement for a new fiscal stimulus package and optimism generated by a few corporate deal announcements and initial public offerings....

The Week on Wall Street Stocks were mixed last week as worries that stretched from Washington D.C., where prospects of a new fiscal stimulus bill dimmed, to Europe, which saw an increase of new COVID-19 cases.The Dow Jones Industrial...

Please help us welcome Ben Zamora to our firm! Ben, who joins us as an Investment Advisor Representative, is based in our Scottsdale headquarters. You can read more about Ben and his path to Wilde Wealth here:

The Week on Wall Street Stocks slipped as the technology sector remained under pressure and a mid-week announcement by the Federal Reserve failed to inspire investors.The Dow Jones Industrial Average declined 0.03%, while the Standard...

Congratulations to Scott Aitken who has recently been awarded the Accredited Investment Fiduciary® (AIF®) designation! This is an extraordinary accomplishment for Scott, and we are very proud of him! Great job Scott!

The importance of college planning cannot be stressed enough. That is why we are honored to have JD Wyczalek from Arizona College Planning as one of our strategic business partners. JD’s experience and knowledge allows us to...

The Week on Wall Street Stocks traveled a volatile path last week as investors appeared concerned about the upcoming elections, an uncertain economy, and more delays with additional fiscal stimulus. The Dow Jones Industrial Average...

The Week on Wall Street A late week sell-off sent stocks broadly lower as investors took some profits after stocks reached all-time highs earlier in the week. The Dow Jones Industrial Average slid 1.82%, while the Standard & Poor’s...

Congratulations to Janenne Lackey for being featured in Scottsdale Airpark News! This issue of Scottsdale Airpark News highlights women entrepreneurs and the path that they have taken to reach their success.

The Week on Wall Street Stocks advanced relentlessly last week on positive COVID-19 developments, encouraging economic data, and a supportive policy shift in the Fed’s approach to its target inflation rate. The Dow Jones Industrial...

The Week on Wall Street Stocks powered to another week of gains as the S&P 500 and Nasdaq Composite set multiple new record highs along the way.The Dow Jones Industrial Average was essentially unchanged while the Standard & Poor’s 500...

The Week on Wall StreetStock prices drifted higher in an otherwise quiet news week, as a slowdown in new COVID-19 cases outweighed a Congressional impasse on a new fiscal-spending measure. The Dow Jones Industrial Average gained 1.81%...

The Week on Wall Street Stocks were mixed last week amid a busy week of earnings, some troubling economic data, and seemingly little progress on a new fiscal stimulus package.The Dow Jones Industrial Average slipped 0.16%, while the...

The Week on Wall Street Stocks slipped in the final days of trading last week on higher jobless claims and rising tensions in the U.S.-China relationship. The Dow Jones Industrial Average lost 0.76%, while the Standard & Poor's 500...

The Week on Wall StreetStocks were mixed last week as investors reacted to positive economic data, progress on a COVID-19 vaccine, and the continued nationwide increase in COVID-19 cases. The Dow Jones Industrial Average gained 2.29%,...

The Week on Wall StreetStock prices notched solid gains last week, looking past an increase in COVID-19 cases and any potential economic concerns raised by the trend. The Dow Jones Industrial Average increased by 0.96%, while the...

The Week on Wall StreetIn a holiday-shortened week, stock prices turned higher as encouraging economic data outweighed an increase in COVID-19 cases and a rollback in economic re-openings.The Dow Jones Industrial Average rose 3.25%,...

The Week on Wall StreetA jump in COVID-19 cases dampened investor enthusiasm last week, sending stock prices lower on worries that rising infections could derail the economic recovery. The Dow Jones Industrial Average slumped 3.31%,...

The Week on Wall StreetStocks moved higher last week on news of more Federal Reserve market support and diminished concerns that new COVID-19 cases might lead to another economic shutdown. The Dow Jones Industrial Average rose 1.04%,...

The Week on Wall StreetInvestor sentiment turned negative last week, amid an increasing number of COVID-19 cases in states where reopening has been underway as well as a subdued economic forecast from the Federal Reserve. The Dow Jones...

The Week on Wall StreetA positive jobs report sent stocks soaring last Friday, capping a solid week as evidence of a global economic recovery outweighed concerns over civil unrest and tensions with China.The Dow Jones Industrial...

The Week on Wall StreetThe shortened week, which began with a powerful two-day rally of trading, was enough to drive the markets into another week of solid gains. The Dow Jones Industrial Average rose 3.75%, while the Standard &...

The Week on Wall StreetUpbeat comments by the Federal Reserve Chairman and more signs of an economic turnaround combined to help fuel a powerful rally in the stock market last week.The Dow Jones Industrial Average rose 3.29%, while...

The Week on Wall StreetStocks drifted lower last week, weighed down by Federal Reserve Chairman Jerome Powell's unsettling comments on the economy and signs of renewed tensions with China.The Dow Jones Industrial Average fell 2.65%,...

The Week on Wall StreetDespite a historic downturn in employment, stocks managed to climb higher last week as investors were emboldened by the pace of economic re-openings, both here and abroad.The Dow Jones Industrial Average gained 2...

The Week on Wall StreetStock prices ended the week slightly lower, despite news of positive results from a test trial of a COVID-19 drug treatment and several states easing their economic lockdowns. The Dow Jones Industrial Average...

The Week on Wall StreetStock prices bounced around last week as investors reacted to wild swings in the price of oil and reports that called into question the efficacy of two potential virus treatments.The Dow Jones Industrial Average...

Please join us in wishing Michael a very happy birthday today! Michael joined our firm in 2019 and has been an amazing addition to the Wilde Family!

Please help us welcome C.J. Diegel to our firm! C.J., who joins as a Certified Financial Planner, is based in our Scottsdale headquarters. You can read more about C.J. and his path to Wilde Wealth here: HMA Public Relations.Diegel

Our Thoughts On Last Week

Douglas W. Cole, MIM

Monday, April 13, 2020

Last week we started with a classic “Hill Street Blues” line; “Be careful out there!” This week’s TV reference is from NCIS: Jethro Gibbs: “Get a BOLO out!” Timothy McGee: “Already on it,...

Our Thoughts On This Week

Douglas W. Cole, MIM

Monday, April 6, 2020

One of my favorite TV shows from years ago was a police drama, "Hill Street Blues." Each show had scenes from morning roll call from the precinct. The sergeant running the meeting always ended with "Hey! Let's be careful out there."...

Wishing you a great year filled with good health and with many treasured memories! Happy New Year!

#WildeforArizona makes headlines again! This time in the Scottsdale Independent. Click on the link to see the great impact we were able to make together! https://www.yourvalley...

Please join us in wishing our own Scott Aitken a very happy 'first birthday' as a Wilde Wealth Advisor!Scott joined us this spring from JP Morgan Chase, and is based in our Tempe office. We can't wait to celebrate many more birthdays...

Making news again! AZ Big Media shines the spotlight on our newest partnership with Splaver Wealth Management and our impact on Toys for Tots. Click on the link to read all about our latest big news! https://azbigmedia...

900 TOYS - THANK YOU!!!We're so proud to announce that our 15th annual #WildeforArizona toy drive benefiting #ToysforTots was our largest collection ever. THANK YOU to all that donated toys to our favorite fundraiser of the...

A special thank you to Doug & Mary Parmelee for their generous annual donations to our #WildeforArizona toy drive. Pictured here with 105 toys, the Parmelees shop all year long to help us make a big impact each holiday season. Thank...

Thank you to the Phoenix Business Journal for honoring Wilde Wealth Management Group as one of 2019's Best Places to Work!"When you can find a way to do what you love, then it isn't work." -- Bill Wilde#staytogether

Thank you to all who donated to our #WildeforArizona annual Zoolights fundraiser benefiting the Marine Toys for Tots Foundation. We enjoyed getting to celebrate the holiday season with you and appreciate your help to make the season...

Thanksgiving is all about gratitude. In 1621, the Plymouth colonists shared an autumn feast with the Wampanoag Indians. They were celebrating survival and friendship. It’s also a poignant story.1 About one-half of the passengers...

Our own Janenne Lackey was featured in an article on Her Money about #BlackFriday shopping and the important questions you must ask yourself before you take part in the retail holiday. Be sure to give this article a read!

Please join us in wishing Vanessa Blaha a very happy birthday today! Vanessa works tirelessly for our team, our clients, and our community. Balancing work, school, family, and volunteerism has made her a remarkable role model in our...

#ICYMI our Chief Operating Officer, Stephanie Kotula, was featured in the October/November issue of North Valley Magazine for her work in the community, and her role as the head of our firm's charitable arm, #WildeforArizona. Want to...

#ICYMI Wilde Wealth - Kirtus Brutsman,CFP was featured in this month’s edition of AZ Business Magazine. In this article, Kirtus discusses his predictions on how the market will behave in the upcoming election year and ways to...

Please join us in wishing Laurie Deeg a very happy birthday today!Last month, Laurie celebrated her 27th year as a Wilde - wow! Nearly 3 decades focused on caring for our clients as if they were family. You're a very special part of...

A special thank you to all of our service members for your courage and commitment to defending our freedom. We are so appreciative of you and your dedication to our country. Happy Veterans Day.

#WildeforArizona is honored to be sending *157* phones to Cell Phones for Soldiers!Thank you to all our clients and community members for making their tax-deductible donations. Just one small way to say 'thank you' to America's bravest...

It's the most wonderful time of the year!#WildeforArizona is excited to announce the opening of our BIGGEST fundraiser of the year - our 15th Annual Toy Drive, benefitting the Marine Toys for Tots Foundation!Each Wilde Wealth office in...

#WildeforArizona was honored to be a part of last month's Stock Market Challenge with Junior Achievement of Arizona! Two months of stock trading are condensed into a few hours of time and teams are issued $500,000 of mock cash in their...

Congrats to Vanessa Blaha as she attained her B.S. from the University of Phoenix! It has been a challenging journey, and your hard work is well worth the effort. "I am appreciative of the support and encouragement of my family and the...

Thank you to the Boys & Girls Clubs of the East Valley for allowing us to participate and be a sponsor in their 42nd Annual Giving Great Futures Gala and Auction. We had a wonderful time walking the red carpet, participating in both...

Please join us in wishing Andrew Sampson a very happy birthday today as he adds another candle to his cake! Andrew and his clients joined our firm in 2015 and we're so happy that they have all #GoneWilde with us!

We want to take a moment to congratulate Angela Brown on her accomplishment of attaining her Series 24 Registration. This is a huge accomplishment for Angela and we are very proud of her! Great job Angela!

Please join us in wishing our Chief Operating Officer, Stephanie Kotula, a magical birthday today! Stephanie is also the head of our #WildeforArizona Community Outreach Program which encourages us all to be active members of our...

#WildeforArizona is proud to sponsor the 42nd annual Night of Champions Gala, benefiting the Boys & Girls Club of the East Valley! For more details on the event or ways you can help #dogood or #giveback, check out the event's website:...

Please join us in wishing our own, Shelly Sundra, a special birthday today!Shelly is a key team member for our Payson affiliate, Chris Smith Investments. She's taken exceptional care of our clients in the community for twenty-eight...

Thank you to those who joined us for our Coffee Club Breakfast Meeting last week! This event is held once a month at the Sunland Springs Golf Club. We would love to have you join us for next month’s meeting. To learn more about...

Wilde for Arizona had a great time at this weekend's fundraiser for the Fresh Start Women's Foundation at Chateau Luxe!Our $500 donation can help 50 women in our community gain access to Family Law resources. #dogood #giveback...

Please join our 2019 #WildeforArizona Cell Phone Drive, benefitting Cell Phones for Soldiers!Wilde Wealth - Arizona Drop-Off Locations: https://www.wildewealth.com/p/contact-usOur office hours are M-F, 8am-4pm.If shipping, please...

Thank you to our friends at #FASTSIGNS Scottsdale Airpark and #BarronsTop1200 for the #WallofFame in our newly-renovated Scottsdale headquarters!

We'd like to thank our partner, Harmony Insights for including our COO, Stephanie Kotula in yesterday's Everything DiSC Showcase at the Hotel Valley Ho in Scottsdale!Our firm uses #DiSC to drive effective communication at every level...

Happy birthday, Randi! Please join us in wishing our own Randi Hartmann a very special birthday today!THANK YOU for all you do to care for our clients.Thank you for making our offices bright and cheerful.Thank you for being a champion...

We're excited to be a part of this fall's Stock Market Challenge to benefit Junior Achievement of Arizona! Thank you to our partners at Junior Achievement, and for those in our ranks that passionately support our #WildeforArizona...

Thank you to all that attended our Halftime events in Glendale and Scottsdale this week!#ICYMI we host Halftime every August and Forecast every February. Keep an eye on your inbox for the event evites, or you can always stay current...

The thin red line between the past and the future... Thanks to all for your patience and understanding while our Scottsdale Headquarters has been a working construction site. We're just two weeks away from the finished product! We hope...

Thank you, North Phoenix Family Magazine, for featuring Trevor Wilde as the cover story in your August 2019 edition. In this piece, Trevor talks about his upbringing and how that has not only impacted his career, but also impacted his...

We want to take a moment to congratulate Steven Molinario as he has recently been awarded the Accredited Investment Fiduciary® (AIF®) designation! This is a huge accomplishment for Steven and we are very proud of him! Great job...

#ICYMI our firm's recent growth and overall business model catch the spotlight in this article in Financial Planning Magazine: https://www.financial-planning...

We are very proud to have four of our advisors featured in AZ Business magazine! Sherry Hall, Andrew Sampson, Chris Smith, and Jim Stark tackled the issue of “retirement anxiety” with strategies on how to ease that anxiety...

Congratulations to Michael Obenauf for being featured the July 2019 edition of So Scottsdale! In this article, Michael talks about his role as a mentor and coach for youth hockey and how his experience as a coach influences his...

Check out this article published in Financial Planning Manaaginze that shines a light on our recent growth and overall successful business model: https://www.financial-planning...

Thank you to all that came out to support our Wilde for Arizona (TM) volunteer efforts at Feed My Starving Children - Mesa this past Saturday! We had over 70 adults and kids in our group, all working together to make an impact on the...

Wilde for Arizona (TM) would like to thank the Arizona Humane Society for hosting the 'Cuddle Bunch' party in our Scottsdale office! (If you noticed a little extra pep in our steps this morning, it is because we got to start our day...

Please join us in wishing our own Lionel Evans a happy birthday today!Lionel is a caring father, a U.S. Navy veteran and a big fan of Steelers football. Since joining the Wilde Wealth family in 2017 as an #advisor, his high-energy...

Please join Wilde for ArizonaTM on Saturday, June 22nd from 9AM – 11AM, where we will volunteer at Feed My Starving Children in Mesa!To register please visit: Do Good! Give Back! We encourage you to bring family members, friends,...

Please help us welcome Michael W. Obenauf to our firm! Michael, who joins us as an Investment Advisor Representative, is based in our Scottsdale headquarters. You can read more about Michael and his path to Wilde Wealth here: HMA...

Congratulations to our own Andrew Sampson, Jim Stark, and Sherry Hall for being featured in this month’s edition of Lovin’ Life After 50. In this article, Andrew, Jim, and Sherry discuss “Retirement Anxiety” and...

We are so proud to have JRS Wealth Management and Hallmark Financial as affiliates of Wilde Wealth Management Group. Their like-minded approach of putting clients first and sound portfolio management has made this partnership...

Our new Tempe/Mesa-based advisors are offering a complimentary investment stress test in the most recent edition of the Ahwatukee Foothills News.Because as life changes...so do your goals. We can help.

Thank you to Barron’s for inviting Trevor Wilde to be on their panel for 'Strategic Vision: How To Navigate Business Trends to Come,' at last week's Phoenix Regional Summit at The Camby.

Cheyenne is the 4th member of the Wilde Wealth family to have given themselves a new job for their birthday! Next week marks Cheyenne's one year of service with Wilde Wealth...and what a year it has been! She passed her SIE exam,...

Please join us in wishing Seth Wilde a glorious birthday today! With a name like Wilde, you know he's kind of a big deal! But he's much more than that. Seth isn't just passionate about helping clients. He took the words of Bill Wilde...

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

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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

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...

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...

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

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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

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!...

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...

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

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...

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...

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!

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!

#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...

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!

#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...

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...

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

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...

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...

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...

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...

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...

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...

#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,...

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.

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...

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...

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...

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...

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...

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....

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....

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...

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...

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...

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...

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

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...

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...

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...

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...

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...

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

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

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...