Broker Check

Service Areas

Investment & Retirement Services

Our in-house Independent Investment Advisors and CERTIFIED FINANCIAL PLANNERSTM and our team provide the following services:

Investment Planning 


Portfolio Management


Asset Allocation & Diversification


Concentrated Stock Analysis


Investment Risk Control Strategies


Portfolio Stress Testing


Retirement Goal Setting


Social Security Analysis


Elderly Planning


Legacy Planning


Defined Benefit Plans


401 (k) Management


Employer-Sponsored & Self-Employed Plans


Annuities


Pensions


RMDs & Withdrawal Strategies


College Savings Plans


Roth IRAs for Children and Young Adults


Gifting


Business Planning


IRA Contributions & Conversions


Divorce & Widowhood Services

Tax & Accounting Services

Our in-house Certified Public Accountant and our team provide the following services:


Review of Cost Basis       

                                 

Review of Realized Gains/Losses   


Carry-Forward Losses         

        

Personal & Business Tax Preparation   


FSAs and HSAs

Deductions and Tax Credits


Potential Roth IRA Conversions


Tax Loss Harvesting


Accounting Services


Self-Employed Tax Strategies

Legal & Estate Services

Our in-house counsel and our team provide the following services:


Estate Planning


Health Care Proxy


Wills and Living Wills


Guardians for Minor Children


Asset Protection Analysis   


Charitable Giving


Philanthropy


Powers of Attorney


Probate


Business Planning

Risk Management, Insurance & Real Estate Services

Our in-house insurance and mortgage specialists and our team provide the following services:


Policy Reviews


Life Insurance


Long-Term Care Insurance


Disability Insurance


Home Buying and Selling


Homeowners and Renter’s Insurance


General Liability Coverage


Health Insurance


Mortgage Review & Refinancing


Lines of Credit


Other Professional Services

We've built a unique network of qualified professionals in the following areas:


Resume Writing


Medicare Specialist


New Car Buying Services


College Planning Services

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.

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 12 consecutive years - most recently ranking #1 in the state of Arizona for 2020. 

*Barron's Top 1200:  Over 4,000 advisors who wish to be ranked fill out a 102 question survey about their practice, data is verified and then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.