Top Wealth Management Distinction for Wilde Wealth
Wilde Wealth Management recognized by NABCAP
SCOTTSDALE, Ariz., Feb. 11, 2014 /PRNewswire/ -- Wilde Wealth Management Group has been named an Arizona Premier Advisor by the National Association of Board Certified Advisory Practices (NABCAP), a nonprofit dedicated to delivering transparency in the financial services industry. NABCAP board vice-president Chuck King explains that awarding the Premier Advisor recognition is "not just counting assets under management. We're interested in the processes used." He says, "One of NABCAP's main objectives is to hold the investment advising community to a higher standard. It's designed purely to provide information to investors."
Trevor Wilde, managing director/vice-president of Wilde Wealth Management says, "It is an honor to be recognized by NABCAP as part of that group. We know it is a tribute to our tremendous staff. We have an extremely dedicated and experienced staff, and this recognition speaks to what we do and how we serve our clients."
Wilde Wealth is known for teaching financial information in an insightful and engaging way. Trevor Wilde grew up in the financial industry, mentored by his father, founder Bill Wilde, and holds an MBA. He has experienced the range of economic cycles and understands that the whole meaning of retirement has changed. "This is not your grandparents' retirement," he explains as his firm helps clients navigate retirement options. Trevor Wilde says, "We personalize everything: organizing assets, asset allocation strategy, insurance, and financial and estate plans to help simplify, consolidate and integrate every aspect of our clients' financial futures. We pride ourselves on delivering that personal touch."
Wilde Wealth's top five specialties include Retirement Planning, Financial Planning, Portfolio Management, Capital Preservation, and Comprehensive Wealth Management. Most of the firm's clients are employed by Fortune 500 companies. They seek help in preparing for and transitioning through corporate retirement. Wilde says, "Ideally, clients come in at least 5–15 years before that event. We want them to be financially and emotionally prepared, understanding all their options, so they can create satisfying post-corporate lives."
The National Association of Board Certified Advisory Practices (NABCAP) is a nonprofit organization created to establish mutually understood standards and practices among both investors and advisory practices. Their primary mission is to educate and inform the investing general public with reliable, unaffiliated, unbiased and completely objective educational resources and information. NABCAP Premier Advisors lists are a powerful reference for investors to identify the top wealth managers in their local market. Visit http://www.nabcap.org for more information.
Wilde Wealth Management Group has also been recognized as one of Barron's Top 1000 Financial Advisors for five consecutive years. It is an independent boutique financial firm excelling in client education and coaching because having a consistent review process with each client is a vital element of their practice. For more information, see http://wildewealth.com.
Securities and Advisory service 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.
SOURCE Wilde Wealth Management Group
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