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Welcome to the JRS Wealth Management Blog! In this blog, you will find valuable information that we feel is important for you to know. Keep an eye out for new blog posts, and as always, happy reading!

 

Wednesday, January 4, 2023

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...

Tuesday, November 8, 2022

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...

Friday, November 4, 2022

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...

Friday, November 4, 2022

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!

Tuesday, October 25, 2022

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...

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Tuesday, October 11, 2022

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...

Saturday, October 1, 2022

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...

Monday, September 26, 2022

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...

Friday, September 9, 2022

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...

Thursday, September 8, 2022

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.

Wednesday, September 7, 2022

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...

Tuesday, August 9, 2022

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/ 

Tuesday, August 2, 2022

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!

Monday, August 1, 2022

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.

Tuesday, July 26, 2022

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...

Tuesday, July 12, 2022

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.

Friday, July 1, 2022

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!

Friday, June 17, 2022

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...

Friday, June 10, 2022

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...

Friday, June 3, 2022

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...

Tuesday, May 31, 2022

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

Tuesday, March 22, 2022

Monday, January 24, 2022

Wednesday, September 15, 2021

Monday, August 9, 2021

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...

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...

Thursday, March 18, 2021

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

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...

Wednesday, January 20, 2021

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

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...

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...

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...

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...

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...

Monday, October 28, 2019

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...

Tuesday, August 6, 2019

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

Friday, July 26, 2019

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...