Wilde Wealth Management Group, a financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof, is pleased to announce Adam J. Sandler as its Chief Operating Officer. In his role, Sandler will oversee the day-to-day operational functions, ensuring efficiency, and compliance with regulations, while also contributing to strategic planning and firm growth. He will also manage workflows, marketing communications, client and advisor onboarding, and other internal systems.
An industry veteran, Sandler brings more than 25 years of leadership and financial experience to the role, including as Chief Operating Officer of SLG Wealth, LLC and 3D Money, LLC as well as founder and owner of both Ironwood Capital Advisors, LLC and Momentum Capital Advisors, LLC. His depth and breadth of experience crosses several verticals, including the FINRA Broker-Dealer and SEC RIA industries, Investment Banking, and Trading.
“Adam has a stellar reputation in building high-performance companies and driving operational excellence as well as in strategic mergers and acquisition to help businesses responsibly scale,” said Trevor Wilde, MBA, AIF®, founder and Chief Executive Officer of Wilde Wealth Management Group. “Together, we will continue to seek out new partnerships, recruit the nation’s top talent, and grow our portfolio of products and services. Our goal is to ensure our clients enjoy streamlined and simplified wealth management solutions, helping them build the foundations they need to pursue the lives they want for themselves and their families.”
A dedicated servant leader, most recently as a member of Suns Charities 88 and as a fundraiser for Foothills Animal Rescue, Sandler will also co-lead Wilde for Arizona, which is the firm’s community relations arm that focuses on sponsoring local philanthropic events, organizing fundraising events for nonprofits, and volunteering time to causes near and dear to the team’s hearts. Through Wilde for Arizona, the firm has supported dozens of Arizona organizations through volunteerism, sponsorship, and fundraising including Arizona Tuition Connection, Sunshine Acres, Phoenix Children’s Hospital Foundation, Free Arts, Chrysalis, Child Crisis Arizona, Junior Achievement of Arizona, and many more.
Sandler began his career as a broadcast journalist before shifting to financial services more than 25 years ago.
“I was attracted to Wilde at first to work with Trevor – whose reputation both in the business and philanthropic communities preceded him,” said Sandler. “Once I dug into its independent business model and partnership with Cetera Financial Group, I immediately saw the vision and how I could bring value to the business as it continues its rapid and aggressive growth plans.”
Sandler joins the firm during a time of tremendous growth. This past spring, the firm expanded with a new office in Chandler, and Trevor Wilde* was named to Barron’s annual list of top 1,200 advisors nationwide, earning the No. 30 position nationwide and No. 3 overall in Arizona. Forbes also recently named Wilde to its 2025 Best-In-State Wealth Advisors list. Only 175 advisors from across Arizona were named to the prestigious list, with Wilde being named the No. 1 overall advisor statewide. This is his fifth year in a row being named among the top three advisors in Arizona. Wilde also earned recognition at the national level, ranking among the Forbes “America’s Top 250 Wealth Advisors” for 2025 as well.
Today, the firm boasts offices spanning Scottsdale, Sun City-Surprise, Glendale, Tucson, Paradise Valley, Payson, Sedona, and Chandler. In 2024, Wilde also launched W Family Office, offering white-glove service for high-net-worth clients providing wide-ranging investment, wealth management, estate planning, tax and accounting, and insurance services for one flat fee. Also, in 2022, Wilde launched Wilde Wealth Insurance. The in-house firm, based in Wilde’s Scottsdale office, offers corporate and individual insurance 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.
Since its establishment in 2003, Wilde Wealth Management Group has grown to the No. 2-ranked firm nationwide within Cetera Advisors LLC, based on Gross Dealer Concession (GDC) as of 12/31/2024.
