About Us
We know no single strategy fits everyone. That’s why we take the time to listen, plan, and follow through with a disciplined approach tailored to your unique situation. From retirement income to investment management and risk protection, you receive our full attention at every stage of the process.
Challenges and opportunities will come along the way—and we’re here to anticipate, guide, and adjust so you stay on track toward a meaningful, purpose-driven financial future.
At Scottsdale Private Wealth, wealth management is approached with the same level of care, discretion, and attention our clients expect in every other area of their lives.
As an affiliate of Wilde Wealth Management Group, our clients benefit from the depth and capabilities of a nationally recognized firm, including Barron’s Top 250 Private Wealth Management Teams and Forbes Top RIA Firm recognition — while maintaining the accessibility and personal relationship of an independent advisory team.
We work with successful individuals, families, physicians, executives, and business owners who value thoughtful planning, disciplined investment management, and clear guidance through increasingly complex financial decisions.
Our role is not simply to manage investments. It is to help clients make better long-term decisions with their wealth — through personalized planning, risk management, tax-aware strategies, and multigenerational thinking designed to preserve and grow what they’ve built.
The experience is intentionally personal, highly responsive, and built around lasting relationships rather than transactions.
2025 Top 250 Private Wealth Management Teams issued by Barron’s. Advisors fill out a 102-question survey about their practice. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. 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 advisor 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.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years' experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of April 2025 and 48,944 nominations received, based on thresholds - 27,586 invited to complete online survey – 23,303 telephone interviews – 6,004 in-person interviews at Advisor's location. 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 advisor 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.
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