Grow Your Wealth with Clarity and Confidence
Built for the Seasons.
Rooted in Your Goals.
Financial Well-Being Starts with Wyand Wealth.
Planning for Every Season
Individuals, families and entrepreneurs face constant change. Planning is the grounding force of your financial life — the principles and strategies that keep you steady through life’s shifting seasons and unexpected storms.
Investing for Constant Strength
A portfolio shouldn’t just grow; it should endure. We manage your investments with the patience and nurture required to withstand market volatility, ensuring your wealth is as resilient as the willow.
Who We Are
A firm deeply dedicated to our client’s financial success–we craft thoughtful plans and customized portfolios so they can enjoy more of life’s true riches.
What Makes Us Different
What They're Saying
"Working with Jake has completely changed the way I look at investing. He’s made it simple, enjoyable, and something I actually look forward to. For the first time, I genuinely feel like financial freedom is right at my fingertips. Jake really takes the time to understand my goals and does everything he can to help me reach them. He’s knowledgeable, honest, and genuinely cares about his clients’ success."
Ryan & Liv W.
Founders, Golden Touch Painting
By combining In-House Management with a Fiduciary mandate, we ensure that every investment decision is made with expert precision and unwavering integrity. Our Transparent Fees align our success directly with yours, while our commitment to being Intentionally Sized guarantees that you always receive the deep-rooted, personal attention you deserve.
Turning today’s decisions into tomorrow’s peace of mind.
Featured Education
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Frequently Asked Questions
Who are Wyand Wealth’s typical clients?
We work with individuals, families, and entrepreneurs across the entire financial spectrum. We believe to our core that strategic financial planning and investment management is appropriate and necessary for everyone.
What is Wyand Wealth’s approach to financial planning?
We believe in personalized and goal oriented planning strategies tailored to each of our client’s unique needs. Whether it’s building your retirement nest egg, saving for your first home purchase, or funding a child’s future education, we have a plan for it. Check out our Planning page for more info.
Who does Wyand Wealth use for investment custody?
We partner with the largest platform for RIAs built on longevity and trust – Charles Schwab & Co. We selected Schwab for its impeccable track record of safeguarding client funds while providing extensive technology for both our clients and our advisor.
Is Wyand Wealth a tax advisor?
No, we do not offer tax advice as we are not CPAs, but we can refer clients to local CPAs in their area and coordinate efforts to ensure a seamless process of marrying your financial plan and investments with your taxes.