About WYZE
Who can SHOW me — not just tell me — that my money is working as hard as it could?
Can I quit working at 55 without sacrificing my lifestyle?
How much can we spend on travel, cars or a second home?
What can I do now to avoid a massive tax bill later?
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.
– Ron and Lisa
If you value clarity over guesswork…
You want concrete answers to whether you can:
Take that trip abroad
Upgrade your home
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. With the data to back it up.
Why WYZE?
Real data
We manage your portfolio based on time-tested principles and science-based evidence — not headlines.
Active Monitoring
Every detail that affects your finances is on our radar — from tax law changes to future car purchases.
Partnership
You call, we pick up. We keep our client base small to protect that relationship.
Want to know if your money will last — not just hope it will?
Get your free Retire WYZE Assessment
WYZE helps instill confidence. They help you make fact-based decisions that have a positive impact on your life’s dreams and ability to retire at the quality of life you’d like to have
– Ralph and Peggy
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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Kingston Hollman, MBA
Compliance Officer
