Wildes Financial Strategies, Inc

Wildes Financial Strategies provides financial planning, consulting, and portfolio management to individuals (including high‑net‑worth clients) as well as pension and profit‑sharing plans, charitable organizations, and businesses. In addition to standalone and ongoing planning engagements, the firm acts as portfolio manager for client accounts and operates a Wrap Fee Portfolio Management Program.

The firm tailors advice and asset allocations to each client’s objectives and uses a range of analytical methods — including fundamental and technical analysis and Modern Portfolio Theory — across equities, fixed income, mutual funds, ETFs and alternative investments. For discretionary wrap accounts the firm executes trades through Charles Schwab and Raymond James and may employ strategies such as options, margin, and private or structured vehicles where suitable.

Sponsoring and managing its own wrap fee program is a distinctive feature relative to peers, since few supported advisers serve as wrap program sponsors. The brochure also discloses other noteworthy practices: representatives are licensed insurance agents who may receive commissions, the firm may offer biblically responsible investment options via third‑party allocations and assist clients with securities‑backed lines of credit, and it may use AI tools to support client meetings with an option to opt out.