Listen to What's Important
What is your current lifestyle like? How is your family? Are there any important causes you support? How much are you paying in taxes? Any major purchases on the horizon? How will you feel when the stock market drops by 20%?
These are the types of questions that help us understand what is important to you.
Work Through Our Process to Create a Plan
Once we understand what is important to you, our process begins. An estate plan does not end with the creation of a trust. A retirement plan is more than just a 60-40 portfolio.
Our process tailors your investments to your individual needs in a tax-efficient manner. We will look to protect money for your short-term cash needs and position assets to grow for future needs.
Stay With You Throughout Your Lifetime and Beyond
A plan is just a piece of paper until it is implemented. We will be there to adjust and guide you and your heirs through changes in family, life, taxes, and more.
Who We Are
Wilde Wealth Management Group was founded in 2002 when Trevor Wilde left his previous firm and joined his dad, Bill Wilde, to create an organization where independent financial advisors could partner with attorneys, CPAs, and other financial professionals to best servce their clients. Wilde Wealth advisors have the freedom to represent the best interests of their clients with backing of a larger firm's resources and stability.
In 2024, James Shipe left his previous firm and joined his father, Robert R. Shipe, looking to bring that organizational structure to the 805 area.
Communication
Our favorite comment from clients is "I was just thinking of calling you." Financial needs change over time, often unexpectedly. We like to keep in contact with our clients so we can stay abreast of what is happening in your world, and to help you understand how your portfolio is designed to handle what happens in the larger world.
Education
We never forget that it's not our money. We find it important to help clients understand what they are invested in. Reading the news is important but it's not designed to bring you peace of mind. When clients understand the rationale behind their investments, they begin to look for opportunities instead of protection when the market drops.
