Investment & Retirement Services
Our in-house Independent Investment Advisors and Certified Financial PlannersTM and their teams provide the following services:
Investment Planning 401(k) Management
Portfolio Management Employer-Sponsored & Self-Employed Plans
Asset Allocation & Diversification Annuities
Concentrated Stock Analysis Pensions
Investment Risk Control Strategies RMDs & Withdrawal Strategies
Portfolio Stress Testing College Savings Plans
Retirement Goal Setting Roth IRAs for Children and Young Adults
Social Security Analysis Gifting
Elderly Planning Business Planning
Legacy Planning IRA Contributions & Conversions
Defined Benefit Plans Divorce & Widowhood Services
Tax & Accounting Services
Our in-house Certified Public Accountant and his team provide the following services:
Review of Cost Basis Deductions and Tax Credits
Review of Realized Gains/Losses Potential Roth IRA Conversions
Carry-Forward Losses Tax Loss Harvesting
Personal & Business Tax Preparation Accounting Services
FSAs and HSAs Self-Employed Tax Strategies
Legal & Estate Services
Our in-house counsel and his team provide the following services:
Estate Planning Charitable Giving
Health Care Proxy Philanthropy
Wills and Living Wills Powers of Attorney
Guardians for Minor Children Probate
Asset Protection Analysis Business Planning
Risk Management, Insurance & Real Estate Services
Our in-house insurance and mortgage specialists and their teams provide the following services:
Policy Reviews Homeowner's and Renter's Insurance
Life Insurance General Liability Coverage
Long-Term Care Insurance Health Insurance
Disability Insurance Mortgage Review & Refinancing
Home Buying and Selling Lines of Credit
Other Professional Services
We've built a unique network of qualified professionals in the following areas:
Resume Writing New Car Buying Services
Medicare Specialist
Barron's Financial Advisor Guide
Barron's has many online tools to help you in your search for a financial partner. 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 members that fall into this category, there is an excellent online resource from Barron's* to help investors locate highly-rated professionals in their neck of the woods: Find a Financial Advisor Near You
We are extremely proud to have been honored by Barron's* as one of America's Top 1,200 Advisors for the past 10 consecutive years - most recently ranking #7 in the state of Arizona for 2018.
*Listing in this publication is not a guarantee of future performance or success. Wilde Wealth Management Group is not affiliated with Barron's.