Blog

This week, our dedicated advisors attended the prestigious Advisory Masters conference in Chicago, IL! With a focus on accelerating growth for top advisory firms based on Assets Under Management, this event was filled with insightful...

W Family Office Advisor, Drew Kliber, shares his insights on the recent Fed rate cut and its implications for investors in this must-watch news segment with 12 news. Don’t miss Drew’s valuable advice on navigating these changes in the...

We are thrilled to announce that Trevor Wilde, our Chief Executive Officer at Wilde Wealth Management Group, has been named #30 on Barron's 2024 Top 100 Independent Advisors list!

We are thrilled to share the exciting news that Drew Kliber has joined Wilde Wealth Management Group! Drew will be leading our newly formed W Family Office Division, bringing his extensive expertise and dedication to our team. We are...

We are excited to share that our Tucson office has just expanded and undergone a fantastic remodel at 1610 E. River Road.

We are thrilled to announce that Wilde Wealth Chief Growth Officer, Jeffrey Anthony, has been named to the Forbes Top Next-Gen Wealth Advisors List for 2024, ranking number 18 in Arizona!

We're excited to share that Wilde Wealth Management Group was featured for our ongoing support of Child Crisis Arizona's preschool program. For the third year, we've had the privilege of sponsoring their graduation ceremony, ensuring...

We are thrilled to announce that Wilde Wealth advisor, Jeffrey Anthony, has been appointed as our first Chief Growth Officer here at Wilde Wealth Management Group! His wealth of experience and dynamic leadership will drive our firm...

Last week, our financial advisors, Trevor Wilde and Andrew Sampson, took the stage as speakers at the recent Advisor Growth Stories panel during the Cetera Financial Group Connect2Advisory meeting. A huge thank you to Cetera for the...

We're thrilled to announce that our CEO, Trevor Wilde, has been recognized by Forbes as one of the top advisors in the state, ranked #2 in Arizona! Congratulations Trevor on this incredible achievement! His dedication to excellence...

Check out this great article in Lovin’ Life featuring Wilde Wealth Advisor, Mike Self! See all the impactful ways Mike is making a difference in his community. From volunteering with organizations like Nuestros Pequeños Hermanos and...

We're thrilled to announce that our CEO, Trevor Wilde, has been recognized as one of the top financial advisors in the nation by Barron's! Named among the top 1,200 advisors nationwide and ranked #2 in Arizona, Trevor's dedication to...

Thrilled to announce a major milestone for Wilde Wealth Management Group! We are excited to share our new partnership with Cetera, a long-time ally integral to our growth journey. This strategic alliance is a testament to our...

We are proud to share that Wilde Wealth CEO, Trevor Wilde, was recently featured in a So Scottsdale! magazine article showcasing his incredible commitment to philanthropy and community building. Join us in applauding Trevor for his...

Reflecting on a remarkable year! As we ease into 2024 and bid farewell to 2023, we're excited to share our Year in Review video highlighting the incredible journey we've had together. From milestones to memorable moments, join us in...

We are thrilled to announce a valuable addition to our team as we warmly welcome Josh Rushing, a seasoned financial advisor, to Wilde Wealth Management Group. With nearly a decade of expertise in the finance industry, Josh brings a...

We are delighted to announce that Nicholas Bair has joined our team as a trusted advisor, bringing a wealth of experience to our financial firm. As part of our expansion, we are elated to announce our newest office location in...

We are thrilled to announce our newest partnership and the expansion of our services in Mesa, Arizona! Please join us in welcoming advisor Pete Crimmins, of Tasso Financial Group, a seasoned financial professional with over 20 years...

A heartfelt thank you to everyone who joined us at the 2023 Wilde Wealth Fall Advisor Forum last week! Your presence and energy made it an extraordinary day filled with insights and connections. A massive shoutout to our advisors,...

Our May Birthdays are here! Please wish Kennedi Moulder, Kirtus Brutsman, Jeff Anthony, Bill Wilde, Trevor Wilde, Doug Cole, Mike Self, Seth Wilde, Cheyenne Gonzalez a happy birthday this month!

Another Wilde Wealth Advisor Summit in the books! Thank you to all who attended our Spring Summit this week. It was an incredible conference full of growth, development, and celebration. Thank you to our advisors, guests speakers, and...

What an honor! Thank you, Barron's, for naming Wilde Wealth Management Group as one of America’s Top 100 Private Wealth Management Teams in the country! A special thank you to our incredibly talented team of advisors and staff,...

Our warmestcongratulationsto Trevor Wilde, who has been named to the Forbes Best-In State Wealth Advisors list for the third year in a row, ranking as the #2 Financial Advisor in Arizona for 2023. This is a tremendous accomplishment,...

Our April Anniversaries are here! Thank you, James Stark and Michael W. Obenauf for all that you've done for us here at Wilde Wealth Management Group.

Our April Birthdays are here! Please wish Krystal Lightfoot, Michael Obenauf, and Chris Smith a happy birthday this month. Thank you for all that you do for Wilde Wealth Management Group.

Congratulations to Wilde Wealth Advisor, Jason Fial, for being featured on 12 News! Listen in as he discusses the recent banking closures and what it means for consumers.https://www.youtube.com/watch?v=r0cseHjqmDc

We are often reminded of how blessed we are to work with such wonderful clients. Friend and long time client, William Drew , surprised our CEO, Trevor Wilde, with a personalized trophy recognizing our recent Barron’s #1 listing...

As we enter the new year, it's important to take stock of your financial situation and plan for the future. Our partner, Trevor Wilde, the CEO for Wilde Wealth Management Group, sat down with AZ TV to discuss the importance of creating...

Our November work anniversaries have arrived! Please join us in wishing a happy anniversary to Andrew Sampson, Chloe Tigrett, Chris Smith, Gus Dekavallas, Jason Benedetti, Larry Ritter, Shelly Sundra, and Stephanie Nicholson. We...

Our November birthday's are here! Please wish Stephanie Nicholson and James Stark a happy birthday this month. Thank you for all that you do for Wilde Wealth Management Group!

We are incredibly thankful to all who attended our 2022 Wilde Wealth Fall Advisor Forum. It was a great day with amazing people! Thank you to our advisors, guests’ speakers, and event sponsors for making the day...

What a blast! We had a great time celebrating Arizona’s Most Admired Companies for 2022! We are incredibly honored to be named amongst many other great companies. Thank you to our amazing clients and staff for your continued...

Our October work anniversaries are here! Please join us in wishing a very happy work anniversary to Angela Brown, Anthony Williams, and Marcus Ortega. We are so grateful to have you on our team and for all that you do for Wilde...

Our October birthday's are here! Please wish Tracey Rumley, Wilde Wealth - Andrew Sampson, Robert Shipe, Larry Ritter, Anthony Williams, and Sheila Matusow a happy birthday this month. Thank you for what you all do for...

What an impact! Thank you to all our clients and staff who participated in our 3Q Donation Drive for Chrysalis. With our coordinated effort, we were able to donate over $3,200 worth of supplies to Chrysalis, as well as make a...

Wilde Wealth Management Group and Wilde For Arizona are proud to continue our partnership with Arizona Tuition Connection by donating $85,000 to a scholarship fund which will provide a scholarship to eligible...

Our September work anniversaries are here! Please wish Ben Zamora and Zayna Flores a happy anniversary. We appreciate all that you do on behalf of Wilde Wealth Management Group.

Our September birthdays are here! Please wish Kelly Hall, Jennifer Noland, Jordan Raymond, Jessica Olsen, Sarah Mosbach, and Shelly Sundra a happy birthday this month! Thank you for what you all do for Wilde Wealth...

We've refreshed our website to reflect our firm's growth and our dedication to growing, protecting, and preserving our client's financial foundation. Visit the link and tell us what you think: https://www.wildewealth.com/ 

Our August work anniversaries are here. Happy one year to Annette Escalante, Ashley Vest, Ben Fernandez, and Robert Shipe. Thank you for all that you do for Wilde Wealth!

Our August Birthday's are here! Please wish Jason Fial, Ben Zamora , and Chloe Tigrett a Happy Birthday this month. Thank you for all that you do for Wilde Wealth.

What a fun Friday night with Concerts in the Plaza in San Luis Obispo! The wonderful live music and amazing people made for a memorable night. Special shout out to Dante Marsh and The Vibe Setters for an incredible...

Our workplace anniversaries for July have come. Anthony Cosentino will be commemorating one year here. We appreciate all you do for Wilde Wealth Management Group.

It's time for our July birthdays! Happy birthdays to Rob Huish and JoAnn this month. We appreciate what you do for Wilde Wealth. Birthday greetings!

Congratulations on your graduation! What a wonderful day to celebrate our valley youth's bright futures! Thank you to every one of our clients, employees, family members, and friends who donated school supplies to these bright kids. We...

Thank you to all who attended our 2022 Wilde Wealth Advisor Summer Summit Forum! It was a wonderful afternoon spent with amazing people. The afternoon was filled with informative and inspirational presentations that moved all...

Congratulations to our partners at Wilde Wealth Management Group for being recognized as one of the best investment advisors in the Valley in the Phoenix Business Journal's 2022 Book of Lists. Wilde Wealth Management Group entered...

Thank you, Cetera Financial Group, for planning the Circle of Excellence conference in Maui!

Please help us welcome Benjamin Fernandez to our office! Ben is also an affiliate of Wilde Wealth Management and will be working alongside our JRS team. He was with BBVA prior to joining us and has been in the industry more than 20...

JRS Named in 49 Best Arizona Based Wealth Management Startups and Companies 2021

Jim Stark, CFP®, CIMA®

Thursday, July 22, 2021

We were just named in Daily Finance Magazine's 49 Best Arizona Based Wealth Management Startups and Companies 2021. Click link below for the full article: https://df...

Tim Lewis Featured on AZ Daily Mix

Jim Stark, CFP®, CIMA®

Thursday, March 18, 2021

Tim Lewis, the newest member of our team, was recently featured on Arizona Daily Mix-take a look! Watch Here

JRS, Wilde Wealth, and Hallmark Financial Partner to give to Gospel Rescue Mission

Jim Stark, CFP®, CIMA®

Friday, January 29, 2021

We are thrilled to be sharing some exciting news with you. A big part of our mission at JRS Wealth Management, besides helping our clients pursue their goals, is making a positive impact on our community. Recently we had the privilege...

JRS Wealth Management and Hallmark Financial Enhance Partnership with Wilde Wealth Management

Jim Stark, CFP®, CIMA®

Wednesday, January 20, 2021

The new year brings exciting news! Read below to learn more....

BLESSING BAGS

Jim Stark, CFP®, CIMA®

Friday, November 20, 2020

JRS is proud to support several non-profit organizations, not just active in Tucson, but across the world as well. We encourage you to visit the Community Involvement tab to learn more about the organizations we support. One of the...

Legendary Arizona Basketball coach Lute Olson passes away at 85

Liz Cracchiolo

Tuesday, September 1, 2020

Our community as well as the basketball world lost a great man on August 27th. He was 85 years old. He was a huge part of not only the basketball world, but a revered figure in our community. Please watch the video tribute below. Click...

Jim Featured in AZ Business Magazine

Liz Cracchiolo

Thursday, April 9, 2020

Congratulations to our Jim Stark for being featured in AZ Business Magazine! In this piece Jim talks about the importance of using a level head to make the best financial decisions during a time of duress. This valuable article also...

Barron's Names Trevor Wilde #1 Advisor in AZ

Jim Stark, CFP®, CIMA®

Friday, March 27, 2020

Number one! We are pleased to announce that Trevor Wilde & Wilde Wealth Management Group have been recognized in Barron's “America’s Top 1200 Financial Advisors 2020” list for the 12th consecutive year. This year we...

2019 Toys for Tots The Best Yet!

Jim Stark, CFP®, CIMA®

Thursday, December 19, 2019

Our 2019 Toys For Tots Toy Drive was our biggest yet! Thanks to JRS and Hallmark clients and friends, our lobby was FILLED with balls, skateboards, games, and so much more. We are so happy to support such a great organization over the...

Barron's Names Trevor Wilde #4 Advisor in AZ

Jim Stark, CFP®, CIMA®

Tuesday, September 3, 2019

We wanted to share our Congratulations to our partners at Wilde Wealth Management in Phoenix, as Barron’s has named managing principle Trevor Wilde to its annual list of top 1,200 advisors nationwide and fourth overall in...

The Chart Report

Jim Stark, CFP®, CIMA®

Tuesday, August 6, 2019

Worried about recent Market Volatility? Click HERE for an article that may offer some perspective.....

We are so proud of our new affiliation with Wilde Wealth Management Group. As discussed in the article, we are very excited about this affiliation and the benefits it brings to our clients. Their like-minded approach of putting clients...