Scott G. Aitken, AIF®
With more than 14 years of experience in banking and wealth management, Scott G. Aitken is driven by the desire to help his clients achieve their hopes, goals, and retirement dreams. It is this passion for those he serves combined with his financial ingenuity that saw him ranked among the top 10% of all advisors at JPMorgan in 2017 and 2018 based on revenue production. Now, as a wealth management advisor for Wilde Wealth Management, he delivers that same recipe to help people transition confidently and securely into their retiring years. Scott joined the firm in 2019, after a 12-year tenure as a private client advisor with JPMorgan in both Arizona and New York City, so that he could provide his clients more time, attention, and personalized services. “I wanted the freedom to be able to do more and offer more services for my clients. Because we are a boutique financial planning firm, I can work more closely with my clients and with our strategic partners,” Scott says.
Based in Arizona, Wilde Wealth Management Group focuses on all aspects of the financial planning process—tax, insurance, estate, retirement, and investment planning as well as wealth management. Since its founding nearly 30 years ago, the company has seen tremendous growth through both client and advisor acquisition. Along with its headquarters in Scottsdale, the group has expanded its offices to serve clients in Tempe, Glendale, Tucson, and Payson. For the past 12 consecutive years, Barron's Magazine has ranked Wilde Wealth Management among the Top 1,200 Advisors in the Nation as well as one of the Top 25 in Arizona. Most recently, in 2020, Wilde Wealth Management Group received their highest honor to date when the magazine named them the #1 Financial Advisor in the state.
As a wealth management advisor, Scott specializes in retirement readiness assessments and comprehensive asset allocation analysis. His primary focus is on long-term financial planning for his clients—guiding them through the transition between their working years and retirement, with an emphasis on retirement income planning and wealth management. He also works closely with his in-house strategic partners to help people with strategic tax planning as well as comprehensive estate planning. Scott’s close relationships with his clients allows him to build customized financial plans and individualized investment portfolios that are in line with each person’s unique goals. “Since every person is different, the way people invest should be tailored to their specific situations with no two financial plans being alike,” he explains.
But Scott’s attention does not cease once a solid plan or portfolio is built. He continues to work with his clients throughout the financial planning process, examining myriad strategies and options to help them adjust according to their current needs and future goals. “I always look at their risk exposure, because they can take on more risk and contribute more to their accounts while they’re working; however, once they retire, they not only stop contributing, but many also live off the assets they’ve accumulated or use those assets to subsidize their income,” he says.
For Scott, the best part of the job is getting to know his clients—what they are passionate about, what they’ve worked hard to accomplish, and what dreams they have for retirement. “Talking with people about their life’s savings, cares, and concerns is very personal, but through all those conversations and years of working together, a deep level of trust and mutual respect is built between us,” he explains. “At the end of the day, my job is to make sure that my clients have a successful retirement without ever having to worry about running out of money. They can sleep peacefully at night, and you can’t put a price on that.”
In addition to his Series 7 and 66 registrations, Scott is an Accredited Investment Fiduciary designee (AIF®).
Scott G. Aitken, AIF®
Wealth Management Advisor
Wilde Wealth Management Group
950 West Elliot Road, Suite #126 Tempe, AZ 85284 480-361-6203
Securities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
Barron’s Top 1200 Advisors (award recipient Trevor Wilde): Listing in this publication is not a guarantee of future performance or success. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is verified and then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisor’s practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.