Frequently Asked Questions

The WYZE Wealth Headquarters is located in Pittsburgh, PA. Approximately 50% of our clients reside out of state and we are comfortable meeting in person or delivering exceptional service virtually.

We are experts at integrating retirement, investment, and tax planning into a comprehensive strategy that is reviewed several times per year. We found that we do not add as much value when asked to limit the scope of expertise as hourly or one-time planners. We no longer offer hourly or one-time planning.

At WYZE Wealth, we don’t claim to be jack of all trades. Instead, we have deep expertise and narrowly focus on retirement planning for individuals and families, age 50+ with a goal of $1 million or more in retirement savings. By refining our expertise and concentrating solely on retirement planning, we can deliver tailored solutions that truly meet the unique needs of our clients.

Charles Schwab is our trusted custodian and as such, securely holds your investments, provides tax reporting to the IRS, and delivers statements to our clients. You will have 24/7 access to your accounts on www.schwab.com or through our client portal.

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