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 & Lisa, WYZE clients
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 do more of what you love — with the data to back it up.
Your first step is a brief introductory call
Why WYZE?
Clarity before you commit
We help you see the full picture before making retirement choices that are hard to reverse
Everything working together
Your retirement plan, tax strategy, and investments are coordinated, not managed in separate silos.
Direct access to your team
You talk to the people who know your situation. Not a call center or a junior associate you’ve never met.
Ready to know if your money will last — not just hope it will?
See how your retirement choices could play out before you make them.
Your first step is a brief introductory call
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 & Peggy, WYZE clients
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
Ready to know if your money will last — not just hope it will?
Your first step is a brief introductory call
