Broker Check
 

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.