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Scottsdale, AZ Office

Team
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Almega Wealth Management logo

Almega Wealth Management

Supported

Firm-wide stats for Almega Wealth Management

Total advisors

3

Across 2 offices

Clients per advisor

81 High

Avg AUM per client

$551,786 Low

HNW client ratio

22% Typical

About

Almega Wealth Management advises individuals (including high‑net‑worth clients), families, small businesses, retirement plans, and charitable organizations. The firm offers private and family wealth management, business and qualified retirement plan services, advanced planning and relationship coordination, and provides tax planning, tax return preparation, and IRS representation through its affiliated Almega Tax LLC.

Its investment approach emphasizes passive, asset‑class model portfolios implemented with index mutual funds and ETFs, guided by written Investment Policy Statements and opportunistic rebalancing; the firm also offers customized active strategies for concentrated or complex situations, which can include options and other derivatives. Almega generally manages client accounts on a discretionary basis, uses risk‑assessment tools (e.g., Riskalyze), and may engage outsourced providers for direct indexing and trading implementation.

Several features distinguish Almega from many peers: it maintains five offices, operates an affiliated tax practice that offers complimentary standard tax return preparation for qualifying wealth and family clients, and publishes newsletters, podcasts and occasional educational seminars in addition to providing quarterly performance reports to clients. The firm has voluntarily affirmed “Real Fiduciary” practices and has disclosed prior state regulatory consent decrees related to registration oversights that were settled with fines.

Based on Almega Wealth Management

Expertise

Charitable giving & philanthropy Business exit / sale strategy

Based on Almega Wealth Management

Location

8350 E. Raintree Drive, Suite 215

Scottsdale AZ 85260

Advisors at this office

2

Advisors at this office

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Bryan W

CFP®, EA

Scottsdale, AZ

Almega Wealth Management

Bryan Wisda is the President of Almega Wealth Management, a fee-only fiduciary financial planning and investment advisory firm with offices in Arizona, Kentucky, and North Carolina. With more than three decades of experience in financial services, investment management, and financial planning, Bryan helps families coordinate their wealth, taxes, retirement planning, and long-term legacy goals. Bryan has been a CERTIFIED FINANCIAL PLANNER™ professional since 2006 and is also an Enrolled Agent, a NAPFA-Registered Financial Advisor, a Dave Ramsey SmartVestor Pro, and a member of Ed Slott’s Elite IRA Advisor Group. His path into financial services began in high school, when he worked as a bank teller and discovered an early interest in helping people navigate financial decisions. After college, he worked in the insurance industry before being recruited by PaineWebber. His first day as a financial advisor was September 10, 2001. The events of September 11th, and the questions clients asked in the days following, shaped his belief that financial advice is ultimately about helping families make wise decisions in uncertain times. That belief became more personal after Bryan watched inherited wealth create strain within his own extended family. Today, much of his work centers on helping families build multi-generational wealth without allowing money to damage the relationships it was meant to support. Like a well-built bridge, good planning should help one generation cross safely while leaving the next generation on firmer ground. Prior to founding Almega, Bryan held roles with Bank of America, Farmers Insurance, UBS PaineWebber, and Summit Wealth Management. He also served as a Deputy Sheriff and received the Purple Heart after being wounded in the line of duty. Bryan studied Economic Philosophy at the University of Arizona and Financial Planning through Boston University, and he has completed additional coursework in Adult Education through Rio Salado College. He lives in Scottsdale, Arizona, with his wife, Sarah. Their youngest son attends Notre Dame Preparatory, and their oldest son attends High Point University.

Wealth management Roth conversion strategy Charitable giving & philanthropy Multi-generational wealth transfer Retirement withdrawal strategies Retired Government Employee Self-Employed Founder/Business Owner Retired Approaching retirement
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Colin B

Series 65

Scottsdale, AZ

Almega Wealth Management

Colin Bybee is a financial advisor at Almega Wealth Management in Scottsdale, AZ, holding a Series 65 credential with less than one year of industry experience. His prior work includes roles at David Morgan & Associates and part-time positions while attending California Baptist University and Ottawa University. He has also worked for the City of Newton Parks Department. Almega Wealth Management serves individuals, families, small businesses, retirement plans, and charitable organizations, offering wealth management, retirement plan services, and tax-related support through an affiliated tax practice. The firm uses a primarily passive investment approach with options for customized active strategies and provides educational resources alongside regular client reporting.

Charitable giving & philanthropy Business exit / sale strategy
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