Wilde Wealth Management Group plans to extend headquarters, advisors

Posted 9/30/21

Wilde Wealth Management Group financial advisory firm has begun construction on expanding its Scottsdale headquarter office at 7025 N. Scottsdale Road.

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Wilde Wealth Management Group plans to extend headquarters, advisors

Posted

Wilde Wealth Management Group financial advisory firm has begun construction on expanding its Scottsdale headquarter office at 7025 N. Scottsdale Road.

Once complete later this fall, the headquarters will double the size of its space from 6,000 square feet to 12,000 square feet, according to a press release on the organization that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services under one roof.

The announcement comes on the heels of growth for the firm, the release said, noting its sister Arizona offices in Glendale, Tempe, Tucson and Payson. The team expanded into the California market by opening an office in San Luis Obispo on Aug. 9.

The California expansion was preceded by Wilde Wealth’s partnership and affiliation with Premier Wealth Management in Albuquerque, Self Wealth Management in Scottsdale, Mosaic Financial Associates in Tempe, and the transition of Chris Smith Investments in Payson to Wilde Wealth Management Group Payson over the past 18 months.

Wilde Wealth also deepened its partnership with Tucson’s JRS Wealth Management and Hallmark Financial – affiliates first announced in 2019 – in 2021 by welcoming Tim Lewis and Benjamin Fernandez as Wilde Wealth’s first formal Tucson team members, noted the release.

“Given our investment in our physical growth, we are similarly investing in growing our team as well,” said Trevor Wilde, in the release, adding the need to attract and retain the best.

“We are actively recruiting for seasoned finance professionals to join our team both at the headquarter office and across Arizona, with a focus on those who offer specialized support. The aim through the growth campaign is to both to bring more specialized expertise in house for our clients and current advisors as well as to support new advisors to the team with our host of vetted, in-house resources at their fingertips.”

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