Get Your Personalized
Retire WYZE Assessment

A SIMPLE 3-STEP PROCESS WHERE YOU CAN
EVALUATE OUR SERVICES AND EXPERTISE TO
MAKE AN INFORMED DECISION ABOUT
HIRING A WEALTH ADVISOR.

Ready to get started? Click Here


We excel at coordinating retirement,
investment, and tax planning needs
into one comprehensive plan.

We do our best work with:

  • Individuals aged 50+ who are preparing for retirement or recently retired.
  • A goal of having retirement savings of $1 million or more.
  • Want to delegate financial and investment management duties.
YOUR RETIRE WYZE ASSESSMENT

A simple 3-step process where you can evaluate our services and expertise

to make an informed decision about hiring
a wealth advisor and gain clarity around
whether you are heading in the right
direction to achieving your financial goals.

STEP
1

Schedule a 20-minute Introductory Call with a member of our team

Explore if our services and expertise are a good fit for your goals and objectives.

STEP
2

Discovery Meeting

During the Discovery Meeting, we will take a deep dive to learn more about your current financial situation and future goals so we can go to the drawing board after the meeting and create your tailored Retire WYZE assessment.

STEP
3

Retire WYZE Assessment Review

During this meeting, we will present your Retire WYZE Assessment, answer any questions you have, and share the assessment with you.

Take a step back and think about it!

After receiving your Retire WYZE Assessment, you will not be pressured to commit. We aim to build long-term relationships with like-minded individuals rather than pursue rapid growth with ill-suited clients.

If at any point, you don’t think there is a good fit, please let us know. We promise to do the same. We will make sure to address any questions or concerns and point you to a more suitable professional. Guaranteed.


Take the first step by scheduling a 20 min call with a member of our team

FAQS

Haven't found the answer to your question yet? Keep reading.

Where are you located? 

The WYZE Wealth Headquarters is located in Pittsburgh, PA. Approximately 50% of our clients reside out of state and we are comfortable meeting in person or delivering exceptional service virtually.

How does WYZE Wealth get compensated? 

We don’t receive any compensation from external parties or vendors. Our clients are our sole source of payment, therefore we eliminate conflicts of interest and are incentivized to continue to add value for our clients ongoing. We charge a percentage based on the assets we manage that encompasses all our services. Please see our fee schedule below:

Do you offer hourly or one-time planning fees? 

We are experts at integrating retirement, investment, and tax planning into a comprehensive strategy that is reviewed several times per year. We found that we do not add as much value when asked to limit the scope of expertise as hourly or one-time planners. We no longer offer hourly or one-time planning.

What sets WYZE  Wealth apart, and why I should you choose you? 

At WYZE Wealth, we don’t claim to be jack of all trades. Instead, we have deep expertise and narrowly focus on retirement planning for individuals and families, age 50+ with a goal of $1 million or more in retirement savings. By refining our expertise and concentrating solely on retirement planning, we can deliver tailored solutions that truly meet the unique needs of our clients.

Where will my investments be held? 

Charles Schwab is our trusted custodian and as such, securely holds your investments, provides tax reporting to the IRS, and delivers statements to our clients. You will have 24/7 access to your accounts on www.schwab.com or through our client portal.

Click here to get your free Retire WYZE Assessment