Wilde Wealth Management Group is a fee-based, independent financial services firm located in Paradise Valley, Arizona. The company provides a wide range of financial services, including retirement planning, investment management, estate planning, and tax services, both locally and nationwide[1][3]. ### Key Features: - Services: Offers comprehensive financial planning and wealth management services, including retirement planning, investment management, estate planning, and tax services[1][3]. - Experience: The team has over a century of combined experience in financial services[3]. - Affiliations: Wilde Wealth Management Group is part of the Cetera Advisors community, one of the largest businesses within this network[2]. - Assets Under Management: The company manages more than $3.6 billion in assets[2]. - Recent Developments: Drew Kliber, an industry veteran, recently joined the firm to lead its newly formed W Family Office Division, focusing on high-net-worth clients[2]. ### Leadership: - Trevor Wilde: Chief Executive Officer[1]. - William Robert Wilde: President[1]. - Janenne Marie Lackey: Chief Compliance Officer[1]. - Susan R Wilde: Treasurer[1]. - Stephanie Kotula: Director of Operations[1]. - Jackie Yoder: Chief Operating Officer[1]. ### Recognition: - Ranked as one of Arizona's top financial advisors by Barron's and Forbes for multiple years[3].