Our Corporate Profile
Wild Rose Group of Companies and its associates seek to meet the insurance, investment, and estate planning challenges of our clients in new and creative ways. Our “out of the box” thinking has developed an excellent reputation and brought us recognition for professional achievement within the industry, and more importantly, with our client partners.
As professional leaders in the insurance, investment, and wealth planning field for over 40 years, we consistently seek to improve ourselves through continued education. We provide integrated strategies that include investment management, strategic wealth planning, and estate planning solutions designed to help clients build, protect, and efficiently transfer wealth across generations.
The collective knowledge of our diverse backgrounds and education within our firm enables us to be visionaries in our field, giving us insight into the uniqueness and complexity of each business and each client’s personal and family circumstances. This includes planning considerations around wealth preservation, tax efficiency, and estate structuring to ensure our clients’ intentions are clearly reflected and effectively implemented.
We have developed professional relationships with highly competent and specialized professionals in areas such as accounting and advanced legal planning, including estate and corporate law. These partnerships enhance the depth and value of our client/advisor relationship and allow us to provide coordinated, holistic planning solutions.
We are grateful for the opportunity to assist all of our clients and thank them for their continued support, referrals, and confidence.