Arizona Financial Advisor Named to Barron's Top 1000
Trevor Wilde, Wilde Wealth Management, Recognized for 5th Consecutive Year
SCOTTSDALE, Ariz., March 5, 2013 /PRNewswire/ -- Trevor Wilde of Wilde Wealth Management Group has been named one of Barron's "Top 1000 Advisors" in Barron's cover story, February 16, 2013. Wilde says, "We feel this is a great honor, especially as one of the few independent family-owned boutique firms to be included."
Barron's considers assets under management, revenues, client retention rate, the quality of the practice, and regulatory records. The Top 1000 advisors represent just over 1% of financial advisors, most affiliated with large financial firms.
Most of Wilde's clients are employed by Fortune 500 companies. They come to Wilde Wealth for help in preparing for and transitioning through corporate retirement. "Ideally, clients come 5–15 years before that event. Whether our clients retire by choice or experience a layoff, we want them to be financially and emotionally prepared, understanding all their options, so they can create satisfying post-corporate lives."
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, helping clients navigate retirement options. The Wildes are known for teaching financial information in an insightful and engaging way. They work consistently with clients, and offer regular presentations for them and for corporate employees.
Trevor says, "We recognize that this award reflects the respect, loyalty, and support of our clients. We appreciate the opportunity to serve you, and look forward to maintaining the high standards we set for ourselves."
Wilde Wealth Management Group has 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, please see http://wildewealth.com.
Securities and Advisory Services are offered through Cetera Advisors LLC, Member FINRA/SIPC. Wilde Wealth Management Group, Inc. is not affiliated with Cetera Advisors LLC. Listings in these publications should not be considered a guarantee of future performance.
SOURCE Wilde Wealth Management Group
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