Question 1

Who is a good fit to work with Wyze?

Accepted Answer

Our clients are typically people preparing for retirement, transitioning into retirement, or recently retired who want to spend less time managing their finances and more time enjoying retirement.

They value having a team of advisors who gets to know them, understands what’s important to them, and can coordinate their retirement planning and investments over many years. They’re generally looking to delegate—not because they can’t manage their finances themselves, but because they’d rather have a trusted team proactively managing the details and helping them make important financial decisions.

We also work with younger clients whose financial lives are becoming more complex and who feel those decisions deserve ongoing attention and coordination.

While we don't have a strict investment minimum, our services are generally best suited for individuals and families with $1 million or more in investable assets, or those on track to reach that level. We also consider individual circumstances to determine whether our services and fees make sense for both parties.

Question 2

What happens during the Introductory Conversation?

Accepted Answer

The Introductory Conversation is a chance for both of us to determine whether there’s a good fit. We’ll learn what prompted you to reach out and make sure the help you’re looking for aligns with what we specialize in. You’ll also have an opportunity to ask questions about Wyze, our team, and how we work.

The goal is simply to determine whether there's a good mutual fit before either of us commits more time to the process.

Our guarantee: Whether or not we’re the right fit, you’ll leave the conversation with greater clarity about your next step. If we can help, we’ll explain what comes next. If we can’t, we’ll do our best to point you in the right direction.

Question 3

What should I expect at the Discovery Meeting?

Accepted Answer

The Discovery Meeting is where we take a deeper dive into your financial life and what you want your retirement to look like. We’ll discuss the information that would ultimately shape your Coordinated Retirement Strategy™—including your income, assets and debts, spending goals, insurance, legacy goals, needs, wants and wishes, and the risks you’d most like to minimize.

How much information you provide beforehand is entirely up to you. Some people come to us highly organized and ready to share financial documents, which allows us to go deeper sooner. Others prefer to start with a conversation, and that’s completely fine. If there’s anything we need before the meeting, we’ll discuss it with you during the Introductory Conversation.

After the Discovery Meeting, our team goes back to the drawing board to begin mapping out the strategies and direction we would recommend if you chose to work with Wyze. That sets the stage for the final step in our process: reviewing your Coordinated Retirement Strategy™ and deciding whether it makes sense to move forward together.

Question 4

How are your fees structured?

Accepted Answer

Our ongoing advisory fee is based on the amount of assets we manage for you, with the percentage decreasing as the amount we manage increases. This fee covers both investment management and the ongoing financial planning and coordination included in your Coordinated Retirement Strategy™.

In some situations, we may charge a $2,500 planning fee during the prospective-client process. If you decide to work with Wyze, that fee is credited back during your first year as a client.

An additional 0.10% fee applies to assets invested in Wyze Direct, our individual stock strategy. This covers the costs of operating and maintaining the strategy.

Question 5

Do you work with clients on a planning-only basis?

Accepted Answer

No. We believe financial planning and investment management work best when they’re coordinated rather than managed separately. Many of the decisions we make around retirement income, taxes, and risk directly affect how a portfolio should be managed—and investment decisions can have an equally important impact on the financial plan. For that reason, our ongoing client relationships include both financial planning and investment management as part of your Coordinated Retirement Strategy™.

Question 6

Where will my investments be held?

Accepted Answer

Your investment accounts will be held at Charles Schwab, an independent third-party custodian. Wyze manages your investments, while Schwab holds your assets and provides account statements, tax documents, and online account access.

Your Coordinated Retirement Strategy™ Starts Here

Schedule Your Introductory Conversation

A little about you

Getting Started With Wyze

Introductory Conversation

Discovery Meeting

Review & Implement Your Coordinated Retirement Strategy™

Ongoing Coordination

Frequently Asked Questions

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