Advisors at this firm
Bryan W
CFP®, Series 63, Series 66
Scottsdale, AZ
Almega Wealth Management
Bryan Wisda is a CFP® with 22 years of industry experience, currently serving as an advisor at Almega Wealth Management since 2021. His prior roles include positions at Southport Capital and self-employment, as well as seven years with the Maricopa County Sheriff's Office. Outside of financial advising, he owns and manages Zezz Music Limited, a record label producing sleep music for children with ADHD, and serves as a regional board member for the National Association of Personal Financial Advisors. Almega Wealth Management provides advisory services to individual and high-net-worth clients, families, small businesses, charities, and retirement plans. The firm emphasizes passive, asset-class allocation strategies implemented through index mutual funds and ETFs, while also offering customized active management and integrated tax and accounting services through an affiliated entity.
Daniel B
Series 65
Raleigh, NC
Almega Wealth Management
Daniel Braddock is a financial advisor at Almega Wealth Management in Raleigh, NC, holding a Series 65 license with three years of industry experience. He has worked at Almega Wealth Management since 2021 and previously spent ten years at United Financial. Outside of his advisory role, he owns and operates Scott Braddock Financial, an insurance agency. Almega Wealth Management serves individual and high-net-worth clients, families, small businesses, charities, and retirement plans, offering a range of advisory services including private wealth management and retirement plan consulting. The firm employs a primarily passive investment approach using index funds and ETFs, supplemented by customized active management when needed, and integrates tax and accounting services through an affiliated entity.
Colin T
Series 65
Raleigh, NC
Almega Wealth Management
Colin Taylor is a financial advisor at Almega Wealth Management with seven years of industry experience. He holds a Series 65 designation and has previously worked at Guardian Wealth Advisors, Aptus Capital Advisors, and Gordon Asset Management. Outside of his advisory role, he works as a delivery driver. Almega Wealth Management serves individual and high-net-worth clients, families, small businesses, charities, and retirement plans, offering a range of advisory services including private wealth management and retirement plan consulting. The firm employs a primarily passive, asset-class allocation investment approach using index mutual funds and ETFs, with customized active management available when needed.