A complete list of active advisors currently associated with Wyze Wealth Advisors, LLC

Warmer can help you find a great advisor at Wyze Wealth Advisors, LLC or one who fits your needs even better.

Wyze Wealth serves individuals, high-net-worth clients, and organizational or business entity clients with a mix of services that include ongoing wealth management (comprehensive financial planning plus discretionary portfolio management), a stand-alone investment advisory platform, and a one-time financial planning engagement. The firm also provides business- and employee-benefit consulting and covers planning areas such as retirement, tax, estate, cash flow, and college savings as part of its engagement offerings. The firm’s investment approach emphasizes an evidence-based "All‑Season" framework focused on broad diversification, factor exposures (such as valuation and profitability), cost and tax awareness, and a disciplined, rules-based rebalancing process. Implementation varies by account size and objective, ranging from globally diversified ETF portfolios to selective allocations to private debt, private equity, interval funds, and a proprietary concentrated direct-stock strategy, with many accounts managed on a discretionary basis. Noteworthy distinctions include the firm’s recent establishment and its use of private and alternative investments alongside traditional sleeves, plus a proprietary Wyze Direct stock portfolio applied to larger accounts. The brochure also discloses that a firm-affiliated insurance agent may recommend and be compensated for insurance policies (clients are not required to purchase), and that the standalone planning engagement can be credited toward a subsequent ongoing advisory relationship.

To learn more about the advisors currently working at Wyze Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.