Wildman & Associates Corporate Overview

Wildman & Associates is a wealth management firm that provides a comprehensive set of financial services and life management products. Our primary objective is to enhance and simplify the lives of our clients by helping them manage all of their assets and lifestyle needs, now and into the future.

With more than 100 years of combined experience in the financial services industry, our comprehensive services range from insurance, banking and investment products, to employee benefits, retirement and estate planning. We are not affiliated with any bank or brokerage team. Instead, we draw on the talent and experience of the most knowledgeable professionals in a range of fields, from international tax specialists and leading financial institutions, to lawyers. We also work with our client’s existing accountant, lawyer, or other advisors to deliver a complete financial package that is specifically tailored to our client’s unique needs.

Unlike the large brokerage firms, we are not under any pressure from in-­house research departments to push product and we undertake our own due diligence before making any recommendations to our clients.

At Wildman & Associates, we build wealth, trust and lifelong relationships with our clients. We’re dedicated to providing personalized service and creative solutions to protect your family’s wealth. Our mission is to secure and enhance your lifestyle and future.