Wilde Wealth Management Group

09/02/2026

Wilde Wealth Management Group is pleased to welcome Eric Utesch as an Investment Advisor Representative in our Chandler office!

With more than 20 years of financial services experience, Eric is passionate about building meaningful relationships and helping individuals and families make informed financial decisions. His approach focuses on goal-based strategies, thoughtful portfolio construction and client education.

We look forward to the experience and perspective Eric will bring to our firm and the clients we serve. Welcome to Wilde Wealth, Eric!

09/02/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

09/02/2026

This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:

U.S. stocks returned to gains in August after the S&P 500 and Nasdaq Composite both ended negative the prior two months while the Dow Industrials capped a…

09/01/2026

Please join us in welcoming Christopher Roehrkasse to Wilde Wealth Management Group!

Christopher joins our Chandler office as an Investment Advisor Representative, bringing more than 15 years of experience in the financial services industry. Throughout his career, Christopher has focused on building trusted relationships and helping individuals and families pursue their goals through comprehensive, personalized financial planning.

We are excited to welcome Christopher to the Wilde Wealth family. Welcome to the team, Christopher!

08/31/2026

What will this week's economic data mean for rate hike odds?
Join Chief Market Strategist Brian Klimke on this week's episode of as he breaks down key reports on manufacturing, services, employment, and Friday's closely watched jobs report. With the Fed meeting just two weeks away, markets will be looking to see whether the data strengthens or weakens the case for another hike.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

08/31/2026

What could the nation’s rising debt mean for your household finances?

Ben Zamora, Wealth Management Advisor with Wilde Wealth Management Group, recently joined 12News to explain how the national debt may influence interest rates on credit cards, variable-rate loans and mortgages, as well as the rates earned on savings.

His key takeaway: Don’t panic. Focus on what you can control. Review your expenses, compare rates and create a thoughtful financial plan that supports your family’s financial well-being.
Watch the full segment to hear Ben’s insights.

08/26/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

08/26/2026

August 26th is Women’s Equality Day

Today we celebrate the monumental progress women have made throughout history.

A few milestones include:
1851: Sojourner Truth’s “Ain’t I a Woman” speech was delivered during the Ohio Women’s Rights Convention on May 29th.

1869: Susan B. Anthony and Elizabeth Cady Stanton founded the National Woman Suffrage Association.

1920: After a 72-year fight, the 19th Amendment passed and on August 18th went into effect in the United States of America, women win the right to vote!

1963: On June 10th, John F. Kennedy signed the Equal Pay Act prohibiting discrimination on account of s*x in the payment of wages by employers.

1971: The Women’s Political Caucus was founded on July 10th, by Shirley Chisholm, Gloria Steinem, Bella Abzug, Fannie Lou Hamer, Mildred Jeffery, Florynce Kennedy, Jill Ruckelshaus, Ruth E. Shinn and Betty Friedan among others. Their goal was to support, recruit, and train women who were seeking space in public office.

Gloria Steinem also started Ms. Magazine this same year – who’s focus was on openly addressing and discussing women’s issues.

1981: On September 25th, Sandra Day O’Connor becomes the first woman appointed to the US Supreme Court.

2020: Kamala Harris becomes the first female Vice President of the United States on November 3rd.

08/25/2026

Wilde Wealth Management Group is proud to recognize Janenne Lackey, Chief Compliance Officer and Investment Advisor Representative, for ranking No. 51 on AdvisorHub’s 2026 list of 200 Women Advisors to Watch. Janenne was also the highest-ranked honoree in Arizona.

This distinguished recognition reflects Janenne’s leadership, industry expertise and steadfast commitment to serving her clients with professionalism and integrity.
Congratulations, Janenne, on this exceptional achievement!



AdvisorHub Advisors to Watch
AdvisorHub 200 Women Advisors to Watch 2026, Advisors to Watch issued by AdvisorHub. Methodology, advisors are ranked on a 100-pt scale in three categories. SCALE: relative size of assets, production and quality of service; GROWTH: relative year-over-year change in assets, clients and production; PROFESSIONALISM: regulatory record, community involvement, mentorship and team makeup. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

08/24/2026

At Wilde Wealth, we are proud to continue supporting education and strengthening community, here in Arizona and beyond.

CEO Trevor Wilde and his wife, Meghan, recently hosted a TCU Send-Off Party for incoming Arizona students and their families. Immanuel Kerr-Brown and Dede Williams also joined the celebration.

Congratulations to Arizona’s newest Horned Frogs as they begin their next chapter in Fort Worth. Go Frogs! 💜