Bryan Wisda, CFP®

I work with a select number of successful families and driven entrepreneurs, for whom I can have a significant impact, by helping them gain control of their financial life.

At some point, everybody asks, "Will I have enough?" This can be very tough question to answer, especially entrepreneurs.

My purpose in business is to help successful families and driven entrepreneurs by answering the question, "Will I have enough?" and empowering them to gain control of their financial life. This is accomplished using unique transition management and wealth management processes in collaboration with an expert team. It allows my clients to live a simple and elegant life.

My company, Almega Wealth Management LLC operates on a fee-for-service basis only. I do not sell any investment or insurance products and do not receive commissions for products that are recommended. The “fee-only” approach to wealth management means that clients receive impartial, objective advice to eliminate potential conflicts of interest. I acknowledge a fiduciary responsibility to my clients, and, as such, pledge to place their needs first in all that I do.

For those who are interested in my approach, I offer a complimentary second opinion service. I only work with those whom I can have a significant impact. If I feel as though I would not be able to have a significant impact I will refer you to a more appropriate firm.

Please feel free to contact me directly at 480-440-4700 (Scottsdale, AZ), 270-820-2056 (Greenville, KY), 336-789-6241 (Mount Airy / Winston-Salem, NC) or via email at bryan@almega-wealth.com