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, Scott Aitken with Wilde Wealth Management Group talks about the importance of estate planning and how to create your plan.
Scott Aitken is a Wealth Management Advisor with Wilde Wealth Management Group. Scott got his start in banking in 2007 before transitioning to wealth management in 2011. He joined the Wilde Wealth team in 2019, after being inspired by Wilde’s successful platform bringing together tax planning, legal planning and investment expertise. Prior to Wilde, Scott worked with JP Morgan in both Arizona and New York. In his current role, he helps enhance his clients’ wealth management experience with more investment flexibility and nimble investment management capabilities. Scott holds Series 7 and Series 66 registrations as well as life and health insurance licenses.
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.