PAYSON, Ariz., Sept. 1, 2016 /PRNewswire/ -- Chris Smith Investments is proud to announce its affiliation with Wilde Wealth Management. Recognizing a shared vision, the two firms have joined resources. Chris Smith's clients gain a full-service analytical and support team, and Wilde Wealth benefits from Chris's focus on retirees, multi-generational wealth management, and commitment to Payson, Arizona and the Rim Country.
Chris Smith Investments also serves clients from Florida to Alaska, with many being children of original clients. Chris says, "When parents pass away, the next generation continues to value the relationship, and technology helps us provide personal hometown service anywhere." The Payson office retains its team. Chris describes Shelly Sundra as "the master of details and operations." She has worked with Chris for over 20 years. Lisa Youngcourt has provided excellent customer service for over eleven years. Chris says, "Our three-person team has been successful and well-suited for our community. Wilde Wealth adds a team of numbers-oriented, analytical people, new ideas, and skills to do an even better job for our clients. They share the same vision, of helping people make good choices with integrity. My message to clients is, 'You are not losing me—you are gaining more tools, and more people to care about you.' Just like we encourage clients to plan for contingencies to protect those we care about, we are practicing what we preach."
Trevor Wilde has been named one of Barron's Top Financial Advisors for eight consecutive years. Both firms are passionate about serving local communities. Chris Smith has served on the boards for Payson Hospital Foundation, local Habitat for Humanity, and Gideons International. Wilde Wealth is involved in Social Venture Partners, Run for Broxton, Briggs4Kids, Toys for Tots, and annual projects including Ryan House.
After serving in the military, Chris was recruited by Edward Jones in 1992, worked with them twelve years, and served as a regional leader. He has been independent since 2004 and served on Wachovia's Licensee Advisory Board representing the independents' channel. He has been married to Meg for 25 years and has three children, Rachael, Emily, and Westin.
Chris Smith Investments' independent business model ensures autonomy and discretion to put clients at the center of all investment strategies and business decisions. For more information, see http://www.chrissmithinvestments.com or call 928-472-7634.
Wilde Wealth Management Group has been recognized as one of Barron's Top Financial Advisors for eight consecutive years, and by NABCAP Premier Advisors. For more information, see http://wildewealth.com or call 480-361-6203.
Securities and Advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Listings in these publications should not be considered a guarantee of future performance.
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SOURCE Wilde Wealth Management Group