Retirement Planning in Pittsburgh, PA and surrounding areas
Helping Pittsburghers make wise financial decisions before they’re permanent
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.”
— Ron & Lisa, WYZE clients
Retirement planning built around your priorities, serving Pittsburgh
We work with individuals facing retirement decisions that are difficult to reverse:
- When to retire?
- How to draw income?
- How to structure investments and taxes together?
How much can we spend on travel, cars or a second home?
What can I do now to avoid a massive tax bill later?
Why WYZE?
If you’re looking for:
A clear picture of when you can retire
And what your income looks like when you do.
Tax strategies
That can reduce your lifetime burden by six figures.
A 1-1 partner
Who understands your situation before giving advice.
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
Our Offices
WYZE WEALTH ADVISORS
1800 Main Street, Ste 230
Canonsburg, PA 15317
Working hours:
Monday-Friday, 8:30am-5:00pm
The Communities and Neighborhoods We Serve
Based in Canonsburg, PA, also serving:
How we help residents of the Pittsburgh area
Ready to know where you stand — before making decisions that are hard to reverse?
Just a short call to see if we’re the team for you
