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 and Casey Taylor with Mortgage Consultants Network and Taylor Elite Group talk about the housing market: from refinancing your home to mortgages and the stock market's impact on real estate and finance.
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, Aitken 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. Aitken holds Series 7 and Series 66 registrations as well as life and health insurance licenses.
Casey Taylor is the owner of Taylor Elite Group and Mortgage Consultants Network. Casey worked in the banking industry for several years before opening his own mortgage company, Mortgage Consultants Network, in 2005, in addition to opening a real estate company, Taylor Elite Group, in 2015. His experience in real estate and mortgage has provided him with the tools and resources needed to successfully run his companies today. Casey is among the Top Producers in the Scottsdale Area Association of REALTORS (SAAR). In his current role, Casey prides himself on providing a hands-on, high-tech experience for all of his clients by tailoring a custom plan to help them meet their unique goals and buying/selling strategies. Casey works with a range of clients including first-time homeowners, investors buying and selling and luxury homebuyers.
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.