Wilde Wealth Management Group Launches W Family Office

Wilde Wealth Management Group LeadershipPhoto byWilde Wealth Management Group

Wilde Wealth Management Group, an award-winning financial services firm that more than $3.6 billion assets under management that provides comprehensive retirement, investment, real estate, insurance, legal, and tax planning services all under one roof through in-house partners and local affiliated firms, is pleased to announce the launch of W Family Office. The new in-house firm, which will be located conveniently at Wilde’s Scottsdale headquarters at 7025 N. Scottsdale Road, offers white glove service for high-net-worth clients by providing wide-ranging investment, wealth management, estate planning, tax and accounting, and insurance services for one flat fee.

Drew Kliber, who has more than $400 million assets under management, will lead W Family Office as managing director and partner. In his role, Kliber will oversee all client engagements as well as work directly with Wilde founder and chief executive officer Trevor Wilde MBA, AIF® and his team to grow the practice via business development as well as through recruitment and training.

Kliber has nearly 30 years of financial services industry experience. After graduating from Hamilton College in upstate New York with a Bachelor of Arts degree in Economics, he worked for a public corporation for six years before joining Smith Barney in 1997. He co-founded the Rocky Mountain Group in 2000 and joined UBS in 2006. He has extensive experience in wealth management, investments and financial planning.

“Drew is uniquely qualified to lead our efforts to extend Wilde Wealth’s capabilities and services to more high-net-worth clients,” said Wilde. “With an outstanding reputation and a proven track record of success serving clients with complex financial and investment needs, Drew is the right leader at the right time to step into this important role. We welcome him to Wilde Wealth and look forward to his many contributions.”

The new family office comes at a time of tremendous growth for Wilde Wealth Management, which now has offices across Scottsdale, Tempe, Glendale, Payson, Sedona, and Tucson as well as Wilde offices in California, Indiana, and Florida. In 2023, the firm launched Wilde Wealth Insurance, a similar in-house offering for clients, and it is about to open the doors to a second Scottsdale office this fall. Wilde also recently named its first-ever chief growth officer in Jeffrey Anthony and completed a renovation to its Tucson office, during which the team welcomes a key new member to the office in Donald Walton, an attorney with Wilde partner Phelps LaClair Estate Planning.

“The business Trevor and the team have built at Wilde Wealth is the epitome of excellence in our industry, and I’m honored to join such a respected, talented and capable team of professionals,” Kliber said. “High net worth clients have unique investment and wealth management needs, and I look forward to working in collaboration with the Wilde Wealth team to serve these clients and help them meet their financial goals. I appreciate the opportunity to build on the tremendous success at Wilde Wealth.”

For more information, visit www.wildewealth.com.