Service Areas
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.