Wilde Wealth Management Group Donates $85,000 to Arizona Tuition Connection; Donation Supports Local Scholarship in Firmâ€™s Name
By Justin Liggin -
Wednesday Aug 24, 2022
Wilde Wealth Management Group, an award-winning financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof through in-house partners and local affiliated firms, is pleased to announce the donation of $85,000 to Arizona Tuition Connection (ATC) to support its scholarship fund to help low-income students to attend Notre Dame Preparatory Academy.
â€œWe were first introduced to Arizona Tuition Connection in 2021 and partnered with them to create this scholarship. To date, weâ€™ve contributed $55,000 to support the fund,â€ says Wilde Wealth Management Group founder and CEO Trevor Wilde, MBA. â€œIn recent weeks, as I prepared to make a $75,000 donation to continue and expand the scholarship, my colleague and Investment Advisor Representative Jason Fial matched the first $10,000 of the donation, allowing for the firm to make a total donation of $85,000.â€
According to Wilde, from sponsoring local sports teams to organizing fundraising events for nonprofits in need to simply donating to causes near and dear to the teamsâ€™ hearts, Wilde Wealth Management is making a difference in the lives of people across Arizona in every way it can through Wilde for Arizona, its community relations arm. Beyond the scholarship, Wilde for Arizona has supported dozens of Arizona organizations through volunteerism, sponsorship and fundraising including Sunshine Acres, Free Arts for Abused Children, Child Crisis Arizona, Junior Achievement of Arizona and many more. For more information, please visit http://www.wildewealth.com.
About Wilde Wealth Management Group
Wilde Wealth Management Group provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. A fee-based firm with in-house Senior Financial Advisors, Certified Financial Planners, Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clientsâ€™ diverse goals, the firm has been recognized by Forbes and has been named to Barronâ€™s â€œList of Top 1,200 Advisorsâ€ annually for 14 years, most recently ranking No. 2 in Arizona. Currently, Wilde Wealth Management Group has several offices across Arizona located in Scottsdale, Glendale, Mesa, Tempe, Sedona, Tucson, and Payson as well as affiliates and partners in Indiana, California and New Mexico. For more information, visit http://www.wildewealth.com.
The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Advisors LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser.
Cetera is under separate ownership from any other named entity.
7025 N. Scottsdale Road Ste #115 Scottsdale, AZ 85253
Barronâ€™s Top 1200 Advisors (awarded to Trevor Wilde): Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then verified and then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisorsâ€™ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be considered as an endorsement of the advisor by any client.
The Forbes ranking of Best-In-State Wealth Advisors (awarded to Trevor Wilde), developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven yearsâ€™ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of March 2022 and 32,725 nominations received, based on thresholds - 15,854 invited to complete online survey - 13,114 telephone interviews - 2,085 in-person interviews at Advisorâ€™s location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.