Wilde Wealth Management Group 805: What We Do

What We Do

What's Most Important to You?

We want to understand what is important to you so we can incorporate them into your financial plan.

Family

Who do you want to include in your plan?

Do you want to fund or help with education for your children or grandchildren?

Is there a parent, child, or sibling who won’t be able to provide for themselves?

Do you want to help a family member with a major purchase?

Lifestyle

What are your current spending patterns so we can help you determine how much you will need?

What would you want to add to your lifestyle in retirement?

What will no longer be needed in retirement?

Taxes

What are your current state and federal tax brackets?

What will they look like in retirement?

Do you have: Social Security, Pensions, Traditional 401k or IRA funds, Roth 401k or Roth IRA funds, or Brokerage accounts

Which of these taxes should you pay now versus pay later?

Charity

What are the causes you like to support?

How much are you supporting them now and will that continue?

What is the most tax efficient way for us to do that?

Do we want anything to be left to those causes in your estate?

Learn More About Our Process

Utilize our process to create a plan that helps protect funds needed for short term cash needs and helps create long term growth in a tax efficient manner.

Investment Management

Effectively managing your hard-earned investments requires time, effort, and the appropriate tools, processes and industry knowledge, but smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid common mistakes and deep pitfalls.

Portfolio Stress Testing 
Tax-Loss Harvesting
College Savings Plans 
Gifting
Business Planning 
Divorce and Widowhood Services

Retirement Planning

You deserve to enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come. Whether you are just starting out or already living in retirement, a comprehensive plan can help give you confidence for the future and the means to pursue that which is most important to you.

Employer-Sponsored & Self-Employed Plans
Retirement Plan Consolidation 
RMDs & Withdrawal Strategies
IRA Contributions & Conversions 
Roth IRAs for Children and Young Adults

Estate Planning

Effective estate management is essential for financial planning. It allows you to manage your affairs during life and beyond, ensuring your wishes are met, protecting your family from burdens and taxes, and safeguarding your legacy.

Health Care Proxy
Tax Savings for Spouses
Guardians for Minor Children 
Charitable Giving
Philanthropy
Probate

Business Planning

Building a successful business is tough, but you don’t have to juggle it all alone. We’ll craft a financial strategy that helps protect your business, plans for retirement, and even prepares for a smooth exit—so you can focus on growth today while securing tomorrow. Let us handle the details, leaving you free to lead and turn your vision into reality.

Retirement & Qualified Plans
Business Protection
Employee Benefits
Exit & Transition Strategies

Financial Protection

Risk assessment and management are fundamental aspects of our role in helping to safeguard your financial well-being. By thoroughly analyzing your financial situation, we can identify potential risks that could impact their assets and overall financial health. This involves evaluating factors such as market volatility, economic changes, insurance coverage, and personal circumstances.

Comprehensive Risk Assessments
Diversification Strategies
Insurance Planning
Continuous Risk Monitoring

What to Expect Working With Us

Work Beyond Trusts

Estate planning beyond creating a trust -- we will partner with you to implement and adjust for your lifetime and beyond.

Tax Efficiencies

Prepare for retirement with every tool available to you, including the marital death tax.

Leave a Legacy

Choose to leave money to your loved ones or favorite charities, versus just to the IRS.

Our Approach

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We strive to work together seamlessly to provide you with excellent and truly comprehensive service.

Our Approach

Our Team

With over 100 years of combined experience in financial services, you can trust the professionals at Wilde Wealth to address your needs and help you build the financial foundation you need to pursue the life you want to live.

Meet the Team

Contact Us

No matter where you may be on your financial journey, our experienced professionals can help as you face the unique challenges that arise with every life stage. Let’s get started! Tell us how we can help you today.

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