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 services firm focused on providing conflict-free guidance to individuals and families, today announced its recognition in Barron's "America's Top 1200 Financial Advisors 2017" List. Wilde Wealth Management Group has moved up six spots from last year's publication and is currently ranked number 12 in Arizona. This list of top wealth managers across the country is published annually by the leading financial news publication, Barron's, which is part of Dow Jones & Company, Inc.
Trevor Wilde, Managing Director of Wilde Wealth Management Group, said, "We're honored to be recognized in this prestigious list, which reflects our team's commitment to delivering a personal approach to wealth management that emphasizes the ability of our clients to achieve their life goals. Equally important, we're grateful to our clients for the trust they show in our firm, and we're enthusiastic about continuing to validate the faith they've placed in us day in and day out, in all that we do."
Wilde Wealth Management Group has been consistently recognized by Barron's as one of Arizona's Top Advisors*. In addition to its financial planning and advice offerings, Wilde Wealth Management Group also offers a discretionary asset management program. Known as The Wilde Wealth Capital Preservation and Growth Strategy, this asset management program allows the firm to proactively manage client accounts as investment advisor representatives of Cetera Advisors, a subsidiary of Cetera Financial Group, a leading network of independent firms. Cetera Advisors is an independent broker dealer that supports Wilde Wealth Management Group.
Erinn Ford, President of Cetera Advisors, said, "We are pleased to congratulate Trevor Wilde and his team for this distinguished and well-deserved honor. Cetera is proud to serve Wilde Wealth Management, and we look forward to continuing to support the ongoing mission of Trevor and the rest of his team to deliver an exceptional experience on an everyday basis to their clients."
For more information on Trevor Wilde & Wilde Wealth Management Group, located in Scottsdale, AZ please call 480-361-6203, or visit www.wildewealth.com.
About Wilde Wealth Management
Headquartered in Scottsdale, Arizona, Wilde Wealth Management Group is an independent financial services firm supporting individuals, families and company retirement plans across the country. The firm includes 8 financial advisors across 5 offices supporting approximately $448 million in client assets. Wilde Wealth Management Group emphasizes a personal approach to wealth management, and offers a comprehensive set of financial planning and asset management solutions to help retail investors reach their life goals.
Headquartered in Scottsdale, Arizona, Wilde Wealth Management Group is an independent financial services firm supporting individuals, families and company retirement plans across the country. The firm includes 8 financial advisors across 5 offices supporting approximately $448 million in client assets. Wilde Wealth Management Group emphasizes a personal approach to wealth management, and offers a comprehensive set of financial planning and asset management solutions to help retail investors reach their life goals.
About Cetera Advisors
Cetera Advisors LLC is an independent firm offering efficient and convenient access to an extensive network of people, products and services to successful and experienced financial advisors across the country. As a member of Cetera Financial Group, Inc., the firm is able to offer all the benefits of a large, well-capitalized broker-dealer, including innovative technology, leading wealth management and advisory platforms, and comprehensive broker-dealer and RIA services, with the personal relationships often found only at a boutique firm.
Cetera Advisors LLC is an independent firm offering efficient and convenient access to an extensive network of people, products and services to successful and experienced financial advisors across the country. As a member of Cetera Financial Group, Inc., the firm is able to offer all the benefits of a large, well-capitalized broker-dealer, including innovative technology, leading wealth management and advisory platforms, and comprehensive broker-dealer and RIA services, with the personal relationships often found only at a boutique firm.
Cetera Advisors is a member of the Securities Investor Protection Corporation (SIPC) and a member of the Financial Industry Regulatory Authority, Inc. (FINRA). For more information, visit www.ceteraadvisors.com.
About Cetera Financial Group
Cetera Financial Group** ("Cetera") is a leading network of independent firms empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Cetera Financial Group** ("Cetera") is a leading network of independent firms empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. For more information, visit www.ceterafinancialgroup.com.
*This award is not indicative of the financial service professional's future performance. Working with any financial service professional is no guarantee as to future investment success nor is there any guarantee that the selected financial service professional will be awarded this accomplishment by this or any other publication in the future. The inclusion of an individual or firm in the Registry should not be construed as an endorsement of the individual or firm by The American Registry™ or the publication.
**"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Investment Services (marketed as Cetera Financial Institutions), Cetera Financial Specialists, First Allied Securities, Girard Securities, and Summit Brokerage Services.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Wilde Wealth Management Group, Inc. is not affiliated with Cetera Advisors LLC.
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