Services

Shrewd financial advice and savvy wealth management strategies are just the beginning. Our services are customizable and are designed to be fully integrative through a carefully coordinated process executed by our large staff and strategic local partnerships, saving you precious time and undue stress. Read on to discover the many ways Wilde Wealth can support you as you seek to build your wealth, protect your family and preserve your assets.

Effectively managing your hard-earned investments requires time, effort, and the appropriate tools, processes and industry knowledge, but smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid common mistakes and deep pitfalls. In addition to investment planning, portfolio management, investment risk control strategies and asset allocation and diversification, our in-house Independent Investment Advisors, CERTIFIED FINANCIAL PLANNERS™ and our team also provide the following investment management services:

• Concentrated Stock Analysis
• 
Portfolio Stress Testing

• College Savings Plans

• Gifting
• 
Business Planning

• Divorce and Widowhood Services

You deserve to enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come. Whether you are just starting out or already living in retirement, a comprehensive plan can help give you confidence for the future and the means to pursue that which is most important to you. In addition to services such as retirement goal setting, 401 (k) management, and guidance for defined benefit plans, pensions and annuities, our Independent Investment Advisors, CERTIFIED FINANCIAL PLANNERS™ and our team also provide the following retirement planning services:

• Social Security Analysis

• Elderly Planning

• Legacy Planning

• Employer-Sponsored & Self-Employed Plans 

• RMDs & Withdrawal Strategies
• 
Roth IRAs for Children and Young Adults
• IRA Contributions & Conversions


Our tax and accounting service is one area that truly sets us apart. Whereas most financial firms outsource this crucial financial service, we streamline our processes and simplify your experience by housing our own Certified Public Accountant and support staff. As our team communicates and collaborates, you’ll experience the benefits of truly integrative service. In addition to services such as personal and business tax preparation, accounting services, review of cost basis, and review of realized gains/losses, our in-house CPA and our team also provide the following services:

• Carry-Forward Losses

• FSAs and HSAs
• 
Deductions and Tax Credits

• Tax Loss Harvesting

• Self-Employed Tax Strategies

• Potential Roth IRA Conversions

Effective estate management is an essential component of any comprehensive financial plan, as it enables you to manage your affairs during your lifetime and beyond. Not only will it help ensure your final wishes are upheld, but an effective estate plan can also protect your family and ease the burden on them when you pass, as well as help protect your legacy from the impact of taxes. With over 100 years of collective experience, our in-house counsel and team can help secure your legacy for generations to come through estate planning, asset protection analysis, powers of attorney, the preparation of wills and living wills, and other services, such as:

• Health Care Proxy
• Guardians for Minor Children

• Charitable Giving
• Philanthropy
• 
Probate

• Business Planning

You’ve worked hard to get where you are, and our dedicated professionals can help create an insurance strategy that is suited to your specific needs and circumstances. Protect your family, with our help, from the financial consequences of life's unexpected and unfortunate events. We are also equipped to assist you with other risk management and real estate services such as home buying and selling, homeowner’s and renter’s insurance, mortgage review and financing, and general liability coverage. Our in-house insurance and mortgage specialists and our team also provide additional services in these areas, such as:

• Policy Reviews
• 
Life Insurance
• 
Long-Term Care Insurance
• Disability Insurance
• 
Health Insurance

• Lines of Credit

When we say we provide comprehensive services, we mean it! Whether you’re looking for a career change, a new car, or a better understanding of your healthcare options, we’re here to help. We’ve built a unique network of qualified professionals who are prepared to assist you in other areas of life, including:

• Resume Writing

• Medicare Specialist
• 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.}