Home Business JRS Wealth and Hallmark Financial Enhance Partnership with Wilde Wealth

JRS Wealth and Hallmark Financial Enhance Partnership with Wilde Wealth

by The 100 Companies
JRS Wealth and Hallmark Financial Enhance Partnership with Wilde Wealth

18 months ago, Tucson-based JRS Wealth Management and Hallmark Financial announced their partnership with Wilde Wealth Management, an award-winning and independent financial advisory firm with offices in Scottsdale, Tempe, Glendale, Payson and Indiana that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof.

Ready to grow in new ways in 2021 and beyond, JRS and Hallmark are pleased to welcome Tim Lewis to their shared Tucson office. Lewis is a new member of Wilde Wealth, serving as an Investment Advisor. Tucson native Lewis has worked in the financial industry for more than a decade.

Lewis has a bachelor’s degree in Business Administration with an emphasis in Finance from the University of San Diego. He and his wife, Stacy, have four children ranging in age from 7 to 19, and in his spare time Lewis participates in the Knights of Columbus and coaches both local youth baseball and football in the area. Lewis also sits on the board of directors for Canyon View Little League and is a den leader with the Cub Scouts.

To celebrate the enhanced relationship between the firms and to welcome Lewis as Wilde Wealth’s first formal Tucson team member, both JRS and Hallmark have updated their respective logos to include Wilde Wealth Management Group’s brand. In addition, the firms gathered together in recent weeks to make a joint contribution of $3,000 to Gospel Rescue Mission, a Tucson emergency shelter for men and women, as well as men and women with children. Last year alone, Gospel Rescue Mission served more than 260,000 nutritious meals to the hungry in the community.

The donation was made in honor of the three business leaders coming together, and done with Stark’s passion for the organization in mind, as well as to assist them in making an even bigger positive impact in 2021. The amount will allow the shelter to provide nearly 1,000 meals for its guests in coming weeks.

According to Wilde, who founded Wilde Wealth with his father, Bill, in 2003, the mission for the combined Tucson team as well as the rest of its offices across Arizona and Indiana is three-fold: to offer boutique, customized investment planning advice; to offer clients expanded in-house service offerings from fellow independent specialists in the fields of legal, taxes, risk management, family services, real estate and insurance; and to give back to the community that has given them all so much for so many years.

The Arizona 100 reports

You may also like

Leave a Comment

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Read More

The Arizona 100