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7025 North Scottsdale Road Suite 115 Scottsdale, AZ 85253

480-361-6203
info@wildewealth.com
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Why Wilde Wealth

Our Leadership

Put a century of combined experience to work for you.

Leadership

Trevor Wilde

Trevor Wilde, MBA, AIF®

Chief Executive Officer | Investment Advisor Representative

480.361.6203

480.361.6215

Jaclyn Yoder, MBA

Jaclyn Yoder, MBA

Chief Operating Officer

480.361.0538

480.361.6215

Janenne Lackey

Janenne Lackey, CFP®

Chief Compliance Officer | Investment Advisor Representative

480.361.6203

480.361.6215

Keep Your Focus Where<br/> It&#8217;s Needed

Keep Your Focus Where
It’s Needed

While it’s true that going independent comes with all the responsibilities of running a business, it doesn’t have to mean you’re striking out your own. When you join the Wilde Wealth network, you’ll have access to our wealth of experience, carefully curated resources, powerful tools and extensive support. We’ll help you manage the details of running a business, so you can focus on what it’s built on: your clients.

A Solid Foundation from Which to Grow Your Practice
and Build Your Legacy

Independent But Supported


Being independent doesn’t mean you have to be alone. Wilde Wealth can provide the support you need to build your practice from the ground up while staying true to the vision and mission of your business.

Support for Operations

The daily grind of running a practice can be a drain on your limited resources. We provide organizational and business development support, as well as a full-service back office, so you can focus on your clients.

The Benefit of Our Experience


With over a century of combined experience, the Wilde Wealth name is well-known and well-respected. Be a part of something truly great, with a wealth of experience at your back to guide and support you.

Technical
Support

Enjoy access to our integrated technology and effective business solutions, including products and services such as ERISA Consulting, PRIME, MAA, Advice Pay, market research from Cetera, and more.

Enjoy Access to Our Suite of Practice Management Tools

Practice
Development

Human
Resources

Technology
Support

Investment Management

Retirement
Planning

Succession
Planning

Marketing
Support

New Client
Onboarding

A Solid Foundation for Building Your Legacy

As an independent advisor, you have the freedom to establish your business the way you want, but when you join the Wilde Wealth network, you’ll have access to a strong foundation of resources, tools, experience, and guidance to help you turn your vision into a legacy.

Contact us today. Let’s see what we can build together.

Go Wilde Today