About WILDES FINANCIAL STRATEGIES, INC.
WILDES FINANCIAL STRATEGIES, INC is a leading financial firm that specializes in providing personalized and comprehensive financial strategies to its clients. With over 20 years of experience, WILDES FINANCIAL STRATEGIES, INC has established itself as a trusted and reliable advisor in the financial industry. The firm is committed to helping its clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial strategies tailored to the client’s individual needs and goals.
- Offers comprehensive and up-to-date financial advice.
- Uses a client-first approach and puts the client’s best interests at the forefront.
- Empowers clients to make informed financial decisions.
Facts and Insights
WILDES FINANCIAL STRATEGIES, INC has been in the financial industry for over 20 years and has established a strong track record of success. As of December 2020, the firm had approximately $500 million in assets under management and a team of 5 experienced advisors. WILDES FINANCIAL STRATEGIES, INC is also a member of various industry organizations, including the Financial Planning Association and the National Association of Personal Financial Advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2020 | $500 million | 5 |
| 2019 | $450 million | 4 |
| 2018 | $400 million | 4 |
Financial Services Offered
WILDES FINANCIAL STRATEGIES, INC offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, risk management, and education planning. The firm takes a comprehensive approach to financial planning, considering all aspects of the client’s financial situation in order to create a personalized and effective strategy.
Client Types
WILDES FINANCIAL STRATEGIES, INC serves a diverse range of clients, including high-net-worth individuals, families, and small business owners. The firm’s advisors have the expertise and knowledge to work with clients in various stages of their financial journey, from young professionals to retirees. WILDES FINANCIAL STRATEGIES, INC also offers specialized services for specific client needs, such as divorce planning and executive compensation planning.
Fees & Compensation
WILDES FINANCIAL STRATEGIES, INC operates on a fee-only compensation structure. This means that the firm does not receive commissions or compensation from the sale of financial products, ensuring that its advisors act in the best interests of their clients. The firm’s fees are based on a percentage of the assets under management, and there are no hidden fees or commissions.
Background
WILDES FINANCIAL STRATEGIES, INC was founded by John Wildes, an experienced financial advisor with over 25 years in the industry. John is a Certified Financial Planner (CFP) and also holds a Masters of Business Administration (MBA) in Finance. He leads a team of highly qualified and dedicated advisors who share his passion for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
WILDES FINANCIAL STRATEGIES, INC is committed to transparency and operates in accordance with industry regulations and standards. As a registered investment advisor, the firm is required to