Trevor Wilde, managing director of Arizona's Wilde Wealth Management Group, recently was named one of Barron's Top 1,200 Financial Advisors, an award he has garnered for the eighth time in a row.
The ranking is based on assets under management, regulatory record, quality of practice, philanthropic work and revenue produced for the firm.
Barron's awards are normally granted to large investment corporations, making the smaller Wilde Wealth an uncommon choice. Wilde Wealth is a second-generation independent firm, which, through its employment of experienced individuals, presents a balanced approach to helping clients meet their allocation strategy, insurance, financial and estate planning and assets needs.
"It is always an honor to be recognized by Barron's as part of this distinguished group of advisers," Wilde said. The company strives to maintain a familiar environment, which encourages activity and creativity for those individuals who are approaching retirement age.
Wilde believes that clients can be more prepared for retirement if they are financially organized, optimistic about their futures after retirement and have a detailed plan.