Broker Check

Our In-House Services

Integrative, Coordinated Services to Meet Your Needs

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.

Wilde Business Partners

Mortgage & Real Estate

Casey Taylor, Realtor, Mortgage Broker, MBA, COPE*
casey@ctmovingaz.com


The above mentioned services are provided by outside professionals not affiliated with  Cetera Advisor LLC or Wilde Wealth Management.  

    Business & Benefits

    ECA Financial Services, Inc.
    Lisa M. Martin, RHU, Vice President
    lisa@ECAFinancial.com  


    The above mentioned services are provided by outside professionals not affiliated with  Cetera Advisor LLC or Wilde Wealth Management.  

    Certified Tax Planning

    Mike Patinella, CPA, Registered Representative
    mike@patinella.com

      Estate Planning

      Phelps LaClair


      The above mentioned services are provided by outside professionals not affiliated with  Cetera Advisor LLC or Wilde Wealth Management.  

      College Planning


      J.D. Wyczalek - Arizona College Planning 
      jd@azcollegeplanning.com


      The above mentioned services are provided by outside professionals not affiliated with  Cetera Advisor LLC or Wilde Wealth Management.  

      Insurance

      Wilde Wealth Insurance Services
      Taylor Whatcott, President of Insurance Services


      The above mentioned services are provided by outside professionals not affiliated with  Cetera Advisor LLC or Wilde Wealth Management.  

      Investment Management

      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

      Retirement Planning

      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


      Tax & Accounting Services

      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

      Estate Planning

      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

      Risk Management, Insurance & Real Estate Services

      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

      Other Professional Services

      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.

      Take Charge of Your 401(k)

      Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

      Our Approach

      We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We strive to work together seamlessly to provide you with excellent and truly comprehensive service.

      Our Approach

      Our Team

      With over 100 years of combined experience in financial services, you can trust the professionals at Wilde Wealth to address your needs and help you build the financial foundation you need to pursue the life you want to live.

      Meet the Team

      Contact Us

      No matter where you may be on your financial journey, our experienced professionals can help as you face the unique challenges that arise with every life stage. Let’s get started! Tell us how we can help you today.

      Contact Us