Scottsdale-based financial services firm launches new division
New managing director
(Wilde Wealth Management Group)
From left, Wilde Wealth Management Chief Operating Officer Jackie Yoder; Founder and Chief Executive Officer Trevor Wilde; W Family Office Managing Director Drew Kliber; and Chief Growth Officer Jeffrey Anthony
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Wilde Wealth Management Group, a Scottsdale-based financial services firm, is making some big additions.
The firm is launching a new division called the W Family Office, an in-house firm located at Wilde’s Scottsdale headquarters at 7025 N. Scottsdale Road. The firm will provide wide-ranging investment, estate planning, wealth management, tax and accounting and insurance services for one flat fee, according to a press release.
According to the press release, Drew Kliber will be the managing director and partner for the W Family Office. Kliber has almost 30 years of financial services industry experience and has more than $400 million assets under management.
The press release continues, saying Kliber will oversee client engagements and work directly with Wilde founder and CEO Trevor Wilde and his team to grow the practice through business development, recruitment, and training.
