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



RMDs & Withdrawal Strategies

College Savings Plans

Roth IRAs for Children and Young Adults


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


Powers of Attorney


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.