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 in the state of Arizona. Thank you, Bill, for your continuous support over the nearly 20 years that you’ve been a client!
*Barron’s Top 1200 Advisors (Award recipient Trevor Wilde, Financial Advisor* at Wilde Wealth Management Group): Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is 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 advisor’s 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 construed as an endorsement of the advisor by any client.