Nick Lewandowski, CFA®, CFP®

Nick joins WYZE WEALTH ADVISORS with over 10 years of experience in financial services. This includes roles servicing clients, researching securities, and conducting due diligence on prospective business acquisitions and alternative investments. Nick graduated from Denison University in 2009 and holds both the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) designations.

Nick’s primary responsibility is servicing clients as an advisor. In addition, he supports Ron Wyatt with financial planning analysis for high-net-worth clients. He also serves as an investment analyst, assisting Ron with research pertaining to investment strategy, asset allocation, and security selection.

Nick and his wife, Susan, live in the Regent Square neighborhood of Pittsburgh. They are expecting their first child in August 2024. Outside work, Nick has an eclectic mix of hobbies. He enjoys golf, fish keeping, and flight simulation. He hopes his wife will someday agree to him obtaining his private pilot’s license.