Wilde Wealth Management Group, an award-winning financial advisory firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof, is pleased to announce the opening of its Sun City-Surprise office, located at 13985 W. Grand Ave. Suite 100 in Surprise. Leading the office as managing partner is Nicholas Bair CFP®, ChFC®.
“I take on this role with a deep understanding of the community and the needs of both individuals and families,” said Bair, a West Valley resident who lives in Peoria with his wife, Suzanne, and daughter, Alexa, who grew up on Luke Air Force Base and in Glendale. “I have served the region for 15 years and can say firsthand that there is a specific need for an independent, holistic approach to wealth management that takes into account all of an individual’s needs as it relates to finances, which certainly includes portfolio analysis and retirement planning but likely also insurance, tax planning, legal assistance, and more. This change will let me do what’s best for the financial needs of my clients.”
Bair, who will serve the office as senior wealth advisor as well as managing partner, has more than 15 years of experience in serving the West Valley, including as senior vice president of investments and private client advisor with J.P. Morgan Wealth Management’s Sun City Grand office, where he also worked as a financial advisor. He is a member of the Sun Health Council of Professional Advisors and has earned both the CERTIFIED FINANCIAL PLANNER® and Chartered Financial Consultant® designations. Bair holds Series 7, Series 65, Series 6, Series 63 securities registrations as well as the Arizona Life and Health Insurance Producers License. He earned his Bachelor of Science degree in Business Administration from Mansfield University.
“Nick really understands our comprehensive, client-centered approach in everything that we do, and his reputation precedes him. Together, our vision is to offer boutique investment and planning advice in a fiduciary capacity across this community, but also to offer clients expanded in-house service offerings from fellow independent, local experts and specialists in the fields of legal, taxes, risk management, family services, real estate and even insurance,” said Trevor Wilde, MBA, AIF®, founder and CEO of Wilde Wealth Management Group.
Wilde Wealth Management Group, which has a sister West Valley office in Glendale as well as teams in Scottsdale, Tempe, Tucson, Payson, and Sedona across Arizona, was recently named by Forbes to its annual list of America’s Top Registered Investment Advisory (RIA) firms. The firm earned No. 146 in the national ranking, and they are one of only two firms in Arizona to earn placement on the list. Prior to this honor, Forbes also named Wilde Wealth Management Group founder and CEO Trevor Wilde, MBA, AIF® to its 2023 Best-In-State Wealth Advisors list. Within this ranking, Wilde was named the No. 2 overall advisor statewide, and on Barron’s annual list of top 1,200 advisors nationwide, Wilde earned the No. 1 overall placement in Arizona. The honor marked Wilde’s 15th consecutive year being honored and his 5th year in a row among the top five advisors in Arizona. In addition, Wilde Wealth Management Group was also named to Barron’s 2023 Top 100 Private Wealth Management Teams in the nation. Like the Forbes ranking, it is Wilde’s first year on the list, and they are one of only two firms to earn placement among the top 100 in Arizona.
Currently, the Wilde Wealth Management Group team works closely with several well-respected partners – many of whom now work directly in Wilde’s Valleywide offices physically under the same roof – including ECA Financial Services for health insurance and benefits support; Taylor Elite Group for mortgage and real estate support; Phelps LaClair, who provides estate planning services; AZ College Planning; and Mike Patinella, CPA, Registered Representative, who provides certified tax planning services.
In 2022, Wilde Wealth Management Group also launched Wilde Wealth Insurance. The new in-house firm, which is in Wilde’s Scottsdale office, offers corporate and individual insurances services, business insurance – including general liability, property, workers compensation and more – life and disability insurance, long-term care insurance, and homeowners and renter’s insurance.
