Premier Wealth Management LLC Joins Scottsdale's Own Wilde Wealth Management; Firms Align to Expand Services Nationwide
By Alison Bailin -
Monday Dec 21, 2020
Premier Wealth Management Group LLC, a leading provider of advanced financial planning platforms and core investment strategies to medical professionals across the United States, has announced it is joining together with Scottsdale's own Wilde Wealth Management Group, an award-winning independent financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. Both teams will retain their branding, and Premier will remain at its current location in Albuquerque, but will be able to access the depth of experience as well as the array of in-house service offerings in the fields of legal, taxes, risk management, family services, real estate and insurance, which Wilde Wealth offers.
“The concept of offering our clients a highly customized one-stop shop for all of their needs was appealing, in addition to becoming aligned with Wilde and their team and the ability to utilize their substantial offerings,” says Seth Ingersoll, founder and president of Premier Wealth Management Group. “Like us, they are wholly focused on each and every client and their goals, and that means something to us.”
Ingersoll founded Premier Wealth Management Group in 2008 to offer comprehensive fee-based planning services and holds multiple registrations and professional designations to provide clients with a variety of financial planning, investment management and insurance services.
Joining Ingersoll in the affiliation with Wilde Wealth is Stephen Lewis, who joined Premier Wealth Management Group in 2012 with the intent of assisting individuals and families achieve a state of financial wellness. Lewis holds an MBA from the University of Kansas, as well as Bachelors and Master’s degrees in music from Dallas Christian College and Texas Tech University, respectively.
One of Premier’s points of differentiation is its niche in helping medical professionals, ranging from residents just beginning their careers to veteran doctors, dentists and specialists in nearly every category of care. Given his breadth of knowledge in this area, Ingersoll frequently serves as a guest speaker at teaching hospitals and private practices throughout the country on the topics of finance and retirement.
“I learned very early on in my career that medical professionals’ time is best spent caring for patients,” says Ingersoll, who prior to founding Premier spent several years at a national financial services firm, where he developed a vast foundation of experience in this niche. “Our firm works on their behalf to streamline their financial lives so they can focus on getting and keeping people well. By aligning with Wilde Wealth, we are able to continue to offer this streamlined approach, but in an even more comprehensive way.”
According to Scottsdale Airpark resident Trevor Wilde, who founded Wilde Wealth with his father, Bill, in 2003, their mission through the affiliation is two-fold: utilize Premiere’s unique experience in the medical community to expand its services within this niche, and to offer clients expanded in-house service offerings from fellow independent specialists in the fields of legal, taxes, risk management, family services, real estate and insurance.
“Together, our teams will be able to take all the pieces of a client’s financial puzzle and organize them, as well as use them to build a solid foundation that will serve not just the client, but his/her family for generations to come,” says Wilde, who earlier this year was named by Barron’s to its annual list of top 1,200 advisors nationwide and No. 1 overall in Arizona. This is Wilde’s 12th consecutive year being honored and first No. 1 ranking.
For Wilde Wealth, this affiliate comes on the heels of their November partnership with Mosaic Financial Associates, a nationally focused financial firm based in Tempe with a similar niche in the medical sector. One of Mosaic’s points of differentiation is its Orthopedist Advisory Group, which is an extension of Mosaic exclusively catering to orthopedic surgeons.