Drew Kliber Begins New Chapter at Wilde Wealth Management Group
Seasoned industry professional managing $400 million transitions from UBS to Wilde Wealth, a significant player within the Cetera Advisors community.
Leadership Position in the New W Family Office Division
Drew Kliber has been appointed as the head of the freshly established W Family Office Division. This division's goal is to deliver top-notch services specifically designed for wealthy clients who have between $5 million and $10 million in investable assets. In his new role, Kliber will draw on his extensive background in wealth management to create all-encompassing investment strategies and solutions tailored for clients.
Kliber’s Noteworthy Career Path
With almost thirty years in the financial services field, Kliber has built an impressive career. After receiving his B.A. in economics from Hamilton College, he kicked off his career with a public corporation, eventually joining Smith Barney in 1997. He co-founded the Rocky Mountain Group in 2000, before moving to UBS in 2006. His commitment to client service has earned him accolades, including a spot on the Forbes Best-in-State Wealth Advisors list for seven consecutive years.
The Vision of Wilde Wealth Management
Trevor Wilde, the founder and CEO of Wilde Wealth, expressed enthusiasm about Kliber joining the firm. He remarked, "Drew is uniquely qualified to lead our efforts to extend Wilde Wealth's capabilities to more high-net-worth clients and ultra-high-net-worth clients." With a strong reputation for addressing complex client needs, Kliber’s leadership comes at a critical juncture for Wilde Wealth, as they work to broaden their reach and enhance their service offerings.
Elevating Services for High-Net-Worth Clients
The W Family Office Division aims to meet the specialized needs of affluent individuals by providing personalized wealth management strategies tailored to their distinct financial goals. This initiative is part of a larger strategy by Wilde Wealth to solidify its role as a leader in the wealth management arena, ensuring exceptional service quality. With over $3.6 billion in assets under management, Wilde Wealth's strategic emphasis on high-net-worth clients positions the firm for substantial growth in the future.
The Future Landscape of Wealth Management
Kliber expressed his excitement about joining Wilde Wealth, stating, "The business Trevor and the team have built at Wilde Wealth epitomizes excellence in our industry. High-net-worth clients have unique investment needs, and I can't wait to work with the Wilde Wealth team to meet and exceed their expectations." His dedication highlights the level of quality and personalized service clients can expect from the new division.
About Wilde Wealth Management Group
Wilde Wealth Management is known for its dedication to providing strategic financial guidance and wealth management services to clients. Featuring a team of industry specialists, the firm assists clients in navigating their financial journeys, helping them achieve their financial objectives while ensuring peace of mind. The recent formation of the W Family Office Division illustrates the firm’s commitment to adapting its services to meet the evolving needs of its clientele.
Frequently Asked Questions
Who is Drew Kliber?
Drew Kliber is a seasoned professional with nearly 30 years of experience in financial services, and he has recently been named the head of the W Family Office Division at Wilde Wealth Management.
What services will the W Family Office Division provide?
This new division aims to offer upscale wealth management services tailored for high-net-worth individuals who have investable assets between $5 million and $10 million.
What role did Kliber hold prior to this?
Before joining Wilde Wealth, Kliber was with UBS, where he managed around $400 million in assets.
What sets Wilde Wealth apart?
Wilde Wealth stands out by offering customized financial solutions that address all client needs with a high level of expertise and service.
What is the main goal of Wilde Wealth Management?
The main goal of Wilde Wealth Management is to empower clients to achieve their financial aspirations through strategic guidance and tailored wealth management services.
