Wilde Wealth - James R. Shipe

Wilde Wealth - James R. Shipe Wealth Management Advisor Cetera is under separate ownership from any other named entity.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser.

12/15/2025

Wishing a happy and blessed Hanukkah to all those who celebrate it!

12/15/2025

“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...

11/20/2025

Did you know that nearly 7 in 10 U.S. households are now living paycheck to paycheck? Rising prices and a cooling job market are big factors, but there’s another culprit that often flies under the radar: lifestyle creep. It’s something that can impact anyone, no matter their income. Read this mo...

11/19/2025

The decision whether to buy or rent a home may have long-term implications.

11/18/2025

We are so delighted to finally share the new Wilde Wealth website with you! For the past several months, my father and I have been carefully crafting this new online home, and we are incredibly proud to invite you to explore it at wildewealth805.com. You'll find our latest insights in the monthly blog, a collection of helpful resources, and meet the growing Wilde Wealth 805 team. We'd be honored if you would share it with anyone in your life who might find it useful.

WildeWealth805.com

11/14/2025
11/12/2025
Our open Drive is still going strong.  Happy to drop off another batch of donations to James Storehouse.  Thank you to a...
11/11/2025

Our open Drive is still going strong. Happy to drop off another batch of donations to James Storehouse. Thank you to all who are helping our foster kids in need!

11/11/2025

Today, we express our deepest gratitude to those who have bravely served our nation.

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2945 Townsgate Road, Suite 200
Westlake Village, CA
91361

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