Wilde Wealth Wednesdays on Valley Business Radio are powered by the team at Wilde Wealth Management Group, an award-winning independent financial advisory firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services, all under one roof.
On today's show, Trevor Wilde with Wilde Wealth Management Group talks about early retirement packages and what to consider when reviewing your options.
Trevor Wilde is the co-founder and Managing Director of Wilde Wealth Management Group. Trevor is an Investment Advisor Representative who holds the Accredited Investment Fiduciary (AIF®) designation and leads one of the most dynamic and diverse wealth management firms in the nation. He’s been on the Barron’s list of top 1,200 advisors nationwide for over a decade, and in 2020 he earned the No. 1 overall ranking in Arizona. Trevor was also recognized in 2018 as among the Most Admired Leaders in Arizona by the Phoenix Business Journal, and has been among the Top 15 Advisors out of more than 1,200 Cetera Advisors annually since 2012. He holds both a bachelor degree in business communications and an MBA. Outside of the office, he sits on the board of directors for Junior Achievement of Arizona as well as Child Crisis Arizona.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
This broadcast is general in nature and is provided for informational use only and should not be considered as specific investment or tax advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Keep in mind that investing involves risk, including loss of principal. Investment decision should be based on individual’s own goals, time horizon and tolerance for risk. Consult your investment and/or tax professional regarding your unique situation.