Veteran Finance Leader Josh Rushing Moves to Wilde Wealth Management Group

Josh Rushing of Wilde Wealth Management GroupPhoto byWilde Wealth

Josh Rushing Joins Wilde Wealth Management Group as a Wealth Advisor

Wilde Wealth Management Group, an award-winning financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof, is pleased to announce Josh Rushing has joined the firm as a wealth advisor. In his role, Rushing will focus on helping clients develop workable financial strategies, whether just beginning to save for retirement, recently retired, or interested in estate considerations as well as creating tax-sensitive solutions for high-net-worth individuals and families.

He will work from the firm’s Scottsdale Office located at 7025 North Scottsdale Road, Suite 110. Rushing will also work closed with sister offices across Tempe, Glendale, Sun City-Surprise, Tucson, Payson, and Sedona. He may be reached by calling 480-264-5358 as well as by email at josh@wildewealth.com.

Rushing worked for nearly 20 years in the IT field before making the move to finance in 2015, most recently working as a financial advisor with Edward Jones in Scottsdale. He is a third-generation investor.

“My maternal grandfather taught me at an early age the importance of planning for the future. He was an entrepreneur who started his own civil engineering firm in Texas, he talked to me about legacy planning and my future. My paternal grandfather was a military veteran who lived through the Great Depression, he was a self-taught investor, retired at the age of 41, and emphasized the importance of investing”, said Rushing. “I was attracted to Wilde after seeing how founder Trevor Wilde and his team make planning for families of all sizes such a priority. That, coupled with their level of ethics and responsibility to clients made the decision to join the firm an easy one.”

In the past year, Wilde Wealth Management Group has been humbled by a slew of honors, notably on Barron’s annual list of top 1,200 advisors nationwide, Trevor Wilde earned the No. 1 overall placement in Arizona. The honor marked Wilde’s 15^th consecutive year being honored and his 5^th year in a row among the top five advisors in Arizona. In addition, Wilde Wealth Management Group was also named to Barron’s 2023 Top 100 Private Wealth Management Teams in the nation, one of only two firms to earn placement in Arizona.

In addition to its award-winning financial team and affiliates, Wilde Wealth works closely with several well-respected partners including ECA Financial Services for health insurance and benefits support; Taylor Elite Group for mortgage and real estate support; Phelps LaClair, who provides estate planning services; AZ College Planning; and Mike Patinella, CPA, Registered Representative, who provides certified tax planning services. In 2022, Wilde also launched Wilde Wealth Insurance. The in-house firm, which is in Wilde’s Scottsdale office, offers corporate and individual insurances services, business insurance – including general liability, property, workers compensation and more – life and disability insurance, long-term care insurance, and homeowners and renter’s insurance.

For more information, visit www.wildewealth.com.