In the dynamic world of financial management, Wilde Wealth Management Group stands out not only as a symbol of fiscal acumen but also as a driving force for positive community transformation. Founded in 2003 by William and Trevor Wilde, this esteemed firm seamlessly blends financial prosperity with an unwavering commitment to community betterment.
More than a conventional financial advisory entity, Wilde Wealth Management Group was conceived to provide a comprehensive suite of personalized services, all conveniently under one roof. The father-son team of William and Trevor Wilde, armed with MBA and AIF® qualifications, recognized the need for a holistic financial planning approach encompassing investment strategies, legal counsel, tax planning, real estate proficiency and insurance services. Their journey aimed to reshape financial advisory norms and, over two decades, their dedication has solidified their presence in the Southwest.
Trevor Wilde’s financial background, coupled with his father’s industry expertise, laid the groundwork for their ambitious venture. Their commitment to offer boutique investment and planning advice in a fiduciary capacity set the stage for a client-centric future.
From its modest beginnings, Wilde Wealth Management Group has flourished, expanding across multiple states to serve a diverse clientele. Offices now prominently stand in Tempe, Tucson, Payson, Glendale, Sedona and Scottsdale, with headquarters doubling in size to 12,000 square feet within a year. The firm’s footprint extends beyond state borders, with additional offices in Indiana, Florida and California.
However, the growth of Wilde Wealth Management Group goes beyond physical expansion. The firm’s strategic alliances with affiliates and like-minded financial teams mirror its core principles. Affiliates such as In Touch Wealth Advisors, Huish Wealth Management, Rizzo Financial Group and Self Wealth Management have been drawn to the firm’s comprehensive model, collaborating to provide an enhanced financial experience.
Yet, the true differentiator for Wilde Wealth Management Group lies not just in its financial expertise but in its unwavering commitment to social responsibility. This dedication finds expression in its community outreach initiative, Wilde for Arizona™. This program empowers the entire firm to actively engage in volunteer work, fundraising and advocacy for local communities, fostering a culture of altruism.
At the program’s heart are opportunities for the entire firm to participate in volunteering and fundraising efforts. Its support spans various organizations, including Chrysalis, Child Crisis Arizona, Southwest Human Development and Phoenix Children’s Hospital, among others. A recent toy drive collected more than 100 toys for Phoenix Children’s Hospital, showcasing its commitment to making a tangible impact.
In 2022, Wilde Wealth Management Group’s impact was recognized when it was named among the Best Companies AZ Most Admired Companies. This highlights its commitment beyond internal initiatives, extending to external support through event sponsorship.
The firm has sponsored more than a dozen events, including Barley and Vines in Payson, Executive Council Charities Golf Tournament, Kinkaid Civil Charity Golf Tournament, Knights of Columbus Golf Tournament and even Concert in the Plaza — an event held in San Luis Obispo, California, for the firm’s local office team. Its sponsorship of local galas, especially for Child Crisis Arizona, mirrors its dedication to causes aligned with its values.
Still, its commitment goes beyond financial contributions, involving leadership roles within nonprofit organizations. CEO Trevor Wilde’s service on the boards of Child Crisis Arizona and Junior Achievement of Arizona reflects his determination to drive change.
COO Jackie Yoder’s position as director of Wilde for Arizona and her board membership with Chrysalis exemplify her dedication to community engagement. The involvement of Chief Compliance Officer Janenne Lackey in the Cystic Fibrosis Foundation and Girl Scouts demonstrates her comprehensive approach to making a difference.
Wilde Wealth Advisor Jeffrey Anthony CFP®’s membership in PCH 50 underscores his advocacy for pediatric care at Phoenix Children’s Hospital. Likewise, Wilde Wealth Financial Professional Ben Fernandez’s advisory board role for Make-A-Wish Southern Arizona mirrors his dedication to making dreams come true.
In a world often characterized by financial transactions, Wilde Wealth Management Group stands as a testament to the profound impact a company driven by heart can achieve. Through visionary leadership, innovative financial strategies and an unwavering commitment to community upliftment, this firm has carved out a legacy of empowerment and change. As it continues navigating the junction of financial excellence and social responsibility, its journey illuminates a path for others to follow — a path where prosperity is shared and lives are enriched.
Wilde for Arizona
Established in 2018 by Wilde Wealth Management Group, Wilde for Arizona acts as a tool of empowerment by encouraging the entire firm and community at large to be active in community involvement. From sponsoring local sports teams to organizing fundraising events for nonprofits in need to simply donating to causes near and dear to its members’ hearts, Wilde Wealth Management Group is making a difference in the lives of people across Arizona in every way it can through Wilde for Arizona.
Photos courtesy of Wilde Wealth Management Group
Tyler Butler is a chief social impact officer for a publicly traded corporate portfolio where she leads programs that positively impact humanity. She is also the founder of 11Eleven Consulting, and she is often cited as a subject matter expert by Forbes, SHRM, Entrepreneur, U.S. News & World Report and more.
Did You Know: In 2022, Wilde Wealth Management Group’s impact was recognized when it was named among the Best Companies AZ Most Admired Companies. And founder and CEO Trevor Wilde, MBA, AIF® was named among Barron’s Top 100 Independent Advisors in the Country for 2023, one of only two advisors from Arizona to make the list.
