$186 million Scottsdale practice joins Cetera via Wilde Wealth Management
Cetera Financial Group, one of America’s largest networks of financial professionals, announced that InTouch Wealth Advisors, led by industry veteran financial professionals Jason Benedetti, Gus Dekavallas and Larry Ritter, has joined Cetera as part of Wilde Wealth Management. Founded in 2015, InTouch is affiliating with the Cetera Advisors, LLC community with years of experience providing customized financial advice tailored to clients’ financial needs. The firm helps businesses, individuals and families pursue their financial goals, providing comprehensive services, including retirement, business, tax and estate planning. InTouch Wealth Advisors was formerly affiliated with MassMutual.
“Joining Wilde Wealth and Cetera empowers us to expand our independence while providing increased flexibility to our clients,” Benedetti said. “We expect our business will thrive in many ways thanks to the backing and resources of a large network with a specialized community feel. We are looking forward to continuing our growth trajectory and serving our clients even more holistically by leveraging the top-tier technology, tools and resources now available through Cetera and Wilde Wealth.”
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“We welcome Jason, Gus and Larry to the Wilde Wealth team,” said Trevor Wilde, CEO at Wilde Wealth Management. “They share our values and embrace the importance of placing client interests first, and we know they will make meaningful contributions to our team’s success. We expect continued expansion of our team and welcome like-minded advisors who are looking to grow with Wilde Wealth in 2022 and beyond.”
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“We are thrilled to welcome InTouch Wealth Advisors into the Cetera Advisors community,” said John Pierce, head of business development for Cetera. “The strength of Cetera’s network rests on a community-based approach to financial advice, where specialized businesses exist to serve financial professionals across dedicated channels and categories. This gives Cetera an unmatched depth of knowledge and allows us to meet advisors on their own terms, so that we can provide a growth plan that works for them and their clients.”
InTouch marks the latest recruiting win for Cetera, which attracted nearly $50 billion through business development efforts in 2021.
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