A complete list of active advisors currently associated with Wyze Wealth Advisors, LLC

Warmer can help you find a great advisor at Wyze Wealth Advisors, LLC or one who fits your needs even better.

Wyze Wealth Advisors works primarily with individual clients—including high-net-worth individuals—and business entities, providing comprehensive financial planning, discretionary portfolio management, and stand-alone investment advisory services. Its wealth management engagements cover retirement planning, tax and estate guidance, cash flow and debt management, employee benefits optimization, and business planning. The firm follows an evidence-based "All-Season" investment framework that emphasizes broad diversification, systematic rebalancing, and cost- and tax-aware implementation across ETFs, mutual funds, individual securities, interval funds, and private funds. It offers multiple implementation tiers (Core, Core Plus, Core Enhanced) and a proprietary concentrated direct-stock strategy, and it uses tools such as Monte Carlo analysis to tailor investment policy and measure retirement probability for clients. Notably, an associated licensed insurance agent may recommend insurance policies for which the firm can receive compensation—an arrangement that is uncommon among similar supported firms. The firm’s routine use of private-market allocations (private debt, private equity, and interval funds) combined with its proprietary direct-stock strategy further differentiates its implementation from many peers that focus primarily on public-market ETF portfolios.

To learn more about the advisors currently working at Wyze Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.