Wilde Wealth Management Group (Bair Wealth)

Wilde Wealth Management Group, presented online as Bair Wealth, is a wealth management practice in Surprise, Arizona, led by Nicholas Bair, CFP®, ChFC®. The practice serves pre-retirees, retirees, business owners, and families navigating major life changes across Western Arizona, with a focus on retirement income, tax-aware planning, and investment management. Securities and advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC.

About the firm

• Name: Wilde Wealth Management Group (online as Bair Wealth)
• Lead advisor: Nicholas Bair, CFP®, ChFC®, with 15 years of prior experience at JPMorgan
• Location: 13985 W. Grand Avenue, Suite 100, Surprise, AZ 85374
• Phone: 480-264-5380 (branch: 480-361-6203)
• Broker-dealer and RIA: Cetera Advisors LLC, member FINRA/SIPC; Wilde Wealth and Cetera are affiliated and under separate ownership from any other named entity
• Recognition: Dave Ramsey SmartVestor Pro
• Verify credentials: FINRA BrokerCheck and Cetera Advisors LLC

Who we serve

• Pre-retirees and retirees planning for retirement income and a secure transition out of work.
• Business owners coordinating personal and business financial decisions.
• Families navigating major life changes such as inheritance, divorce, or the loss of a spouse.
• Clients seeking an experienced advisor for complex financial decisions in Western Arizona.

Core services

• Retirement Planning: Retirement income strategies for pre-retirees and retirees in the Surprise area.
• Investment Management: Portfolio construction and ongoing management aligned to each client's goals.
• Tax Planning: Tax-aware planning coordinated with the broader financial plan.
• Social Security Planning: Timing and claiming strategies for Social Security benefits.
• Estate Planning: Legacy and estate coordination for families and business owners.
• Roth Conversions: Analysis of Roth conversion opportunities within a retirement plan.
• 401(k) Rollover Strategies: Guidance on rollovers when leaving an employer or retiring.
• Alternative Investments: Access to alternative investment options where suitable.
• Financial Second Opinion: An independent review of an existing plan or portfolio.
• Portfolio Analysis: A detailed look at current holdings, risk, and allocation.

Our process

Bair Wealth uses a three step approach framed around a healthcare analogy: an initial consultation to confirm fit, a comprehensive diagnosis of your financial health, and a personalized plan with clear recommendations.

• Step 1, Initial Consultation: a 15-minute call to determine whether the practice is the right fit.
• Step 2, Comprehensive Diagnosis: a deeper review of your financial situation using documents you provide in advance.
• Step 3, Personalized Plan: a one-hour follow-up presenting findings and recommendations to improve your retirement plan, manage taxes, and optimize investments.

About and contact

• About Our Company: Background on the practice and its approach.
• Our Team: Advisor names and credentials.
• Our Mission: The practice's guiding philosophy.
• Contact: Phone, email, office address, and consultation booking.
• Schedule a Complimentary Consultation: Book an initial 15-minute call.

Disclosure

Securities and advisory services are offered through Registered Representatives of Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Wilde Wealth and Cetera are affiliated. Cetera is under separate ownership from any other named entity. Advisory services, including any fiduciary relationship, apply to the advisory account relationship and not to brokerage services. This site is published for residents of the United States. For additional information, contact the advisors listed on the site or visit https://www.ceteraadvisors.com.

Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors who participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program are not affiliated with Cetera Advisors LLC and Bair Wealth and are not sponsored or endorsed by Cetera Advisors LLC and Bair Wealth.