Ryan Wyatt, CFP®, CIMA®
Retirement planning for people who’d rather enjoy retirement than manage it.
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Serving Clients Nationwide
Retirement planning for people who’d rather enjoy retirement than manage it.
Areas of Focus
- Estate Planning
- High Net Worth
- Insurance
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Social Security Optimization
- Tax-Efficient Planning
About Ryan Wyatt, CFP®, CIMA®
Hi, I'm Ryan Wyatt, Wealth Advisor at Wyze Wealth Advisors, based in the Pittsburgh area. I work best with people who are 50 or older and starting to think about retirement, or who have recently retired, typically with $1 million or more in financial assets or a goal of retiring with $1 million or more.If I had to describe my approach in one word, it would be holistic. I bring three major areas of retirement planning together into one coordinated strategy that's reviewed a few times per year.
Retirement planning makes sure you're on track to meet your long-term goals.
Investment management customizes your portfolio based on how much risk you're comfortable taking and how much you need to take to reach those goals.
Tax planning is embedded throughout, so your income plan doesn't subject you to unnecessary taxes.
I also review insurance and estate planning, and while we don't write legal documents in-house, we work with a team of outside experts we can refer you to.
My path into this profession started at home. My dad, Ron, has spent his career in wealth management, and from a young age I was curious about what he did. That curiosity led me to earn my bachelor's degree in Finance from The University of Alabama.
I began my career at Vanguard as a Client Relationship Specialist and Investment Professional, then worked as an Associate, Financial Consultant at Charles Schwab and as a Wealth Advisor at True Wealth Design before joining Wyze Wealth Advisors in 2024. I earned my Certified Financial Planner™ certification in 2019 and my Certified Investment Management Analyst® designation in 2020.
What I enjoy most about this work is the people and the problem solving. Building relationships with clients is what makes my career fulfilling, and I love working through whatever is in front of us, whether that's a piece of a client's financial plan or something in our business. I'm also personally passionate about pursuing financial independence, which lets me bring that same energy to the strategies I apply for clients.
Outside of work, I'm not very good at sitting still. I grew up in Peters Township, where I'm now an assistant hockey coach, and I've been a member of Toastmasters since 2015. You'll often find me on a bike ride, at the driving range or a public golf course trying to break 80, traveling with my girlfriend, spending time with family, or at a Steelers game. Pittsburgh is a big, small city, and having my family and lifelong friends close by is what I love most about it.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Investment Management Analyst (CIMA)
Primary Location
1800 Main Street, Suite 230, Canonsburg, PA 15317
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch. We'll schedule a brief 30-minute conversation to learn about your goals, answer your questions, and determine whether Wyze is the right fit. I look forward to speaking with you.Offers Investment Management
Yes
About WYZE Wealth Advisors
WYZE Wealth Advisors is a Canonsburg, Pennsylvania-based retirement planning and wealth management firm serving affluent individuals and families, many of them outside of Pennsylvania, who connect with us virtually as well as in person.Who We Serve
We narrowly focus on retirement planning for individuals and families age 50 and older with a goal of $1 million or more in retirement savings. By concentrating on this stage of life rather than trying to be a jack of all trades, we can deliver tailored solutions built around the realities of approaching and living in retirement.
Our Services
Our work centers on coordinated retirement planning, investment management, tax planning, estate planning, and insurance planning, so that income, tax, and investment decisions are made together rather than in separate silos.
Why Work With Us
Affluent individuals come to us when they want clear numbers on when they can retire and how well their plan holds up, a direct line to experienced, personalized advice, and ongoing oversight of the decisions that affect their money. You have direct access to the people who know your situation, not a call center or a junior associate you've never met.
Wyze Wealth Advisors, LLC is registered with the Securities and Exchange Commission as an investment adviser and provides investment advisory services rather than brokerage services.
Education
The University of Alabama, Bachelor's Degree, Finance
Hobbies and Interests
- Cycling
- Family
- Golf
- Hockey
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Entrepreneurs
- Families
- Intergenerational Families
- Living in Retirement
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