Retirement Planning and Wealth Management in Canonsburg, PA
Retirement decisions are final. We help Canonsburg residents make the right ones with a plan.
Your first step is a brief introductory call
“Working with WYZE opened up doors we didn’t think we could walk through. They helped us realize, we actually can do more with life if we want to. Buy that boat or bigger house without hurting our lifestyle.”
— Ralph & Peggy, WYZE clients
High-net-worth Canonsburg residents call us for concrete answers on when they can retire, and how well.
This isn’t generic guidance. It’s not once-a-year check-ins that don’t go deep enough.
It’s a partnership to help you plan before those decisions become permanent, and stay involved as things change.
Our Offices
WYZE WEALTH ADVISORS
1800 Main Street, Ste 230
Canonsburg, PA 15317
Working hours:
Monday-Friday, 8:30am-5:00pm
Why WYZE?
If you value clarity over guesswork…
You want concrete answers to whether you can:
Take that trip abroad
Fund your grandkids’ college
Live the way you want
Without wondering if you’re spending “too much”… Or if you can afford to have more fun.
You’re in the right place.
Because when you’re making once-in-a-lifetime financial decisions… They shouldn’t rely on guesswork.
For over 30 years, we’ve helped Pittsburgh families sort out retirement income, tax planning, and portfolio transitions. Decisions that permanently affect lifestyle and security.
Our team holds CFP®, CIMA®, CPWA®, and CFA® designations. Our commendations aren’t opinions, they’re fiduciary planning decisions backed by formal training and standards.
Meet the WYZE Team
Ron Wyatt, CFP®, CIMA®, CPWA®
Founder & CEO | Sr. Wealth Advisor
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Ryan Wyatt, CFP®, CIMA®
Wealth Advisor
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Nick Lewandowski, CFA®, CFP®
Wealth Advisor
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Morgan (Wyatt) Dunn, FPQP®
Director of Operations
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Rich Brown
Director of Trading
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Sarah Morris
Client Service Associate
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Kingston Hollman, MBA
Compliance Officer
Want to see if our approach fits what you're looking for?
Click below to schedule a 20 minute chat with us
No charge to see if we're the right team for you.
Our Canonsburg team helps with:
How we help residents of the Pittsburgh area
Want to see if our approach fits your goals?
Click right to schedule a 20 minute chat with us
Just a short call to see if we’re the team for you
