About Us

Our Mission

Helping individuals and families attain and maintain a state of financial freedom is our North Star—rooted in timeless financial principles and sustainable, long-term investment strategies. We empower our clients to take control of their financial destiny knowing they have a committed partner by their side every step of the way.

Our Values

Accountability

Building trust is the foundation of every client relationship. We cement this trust through perpetual ownership of our decisions.

Integrity

We hold ourselves to the highest standard of client care and professional excellence. Virtue leads the way.

Transparency

No hidden fees, no hidden agenda, no complexities – just clarity on your path towards financial freedom

Collaboration

We empower our clients to take part in the process by ensuring they are always heard. This is a team effort always.

Education

Teaching is fundamental to helping. We commit to educating our clients to ensure enduring success through all phases of life.

Our Story

My father was one of fourteen children. Growing up in such a large family brought challenges, but also invaluable opportunities. He and his siblings learned early the value of teamwork. Their individual ambition, determination, and work ethic drove them forward, yet united, they achieved far greater heights. Together, they built businesses from scratch. Leaning on each other through the good times and the bad. Their shared sacrifices and learning experiences only strengthened their partnership, which ultimately blossomed into many successful ventures.
 
Being surrounded by these important influences from a young age has left a lasting impact. Instilled within me were invaluable life, business, and financial lessons. These very lessons propelled a successful early career working with major financial institutions as an advisor for individuals and families across the wealth spectrum. Through this work, it became abundantly clear just how ill-prepared my clients and peers alike were at handling financial decisions –through no fault of their own. Unfortunately, our broader society has failed at prioritizing financial knowledge. Talking openly about it is taboo amongst friends and family. Traditional education systems leave it off the curriculum.

The result?
 
Financial literacy rates remain a persistent challenge, with scores hovering around 50% on standardized tests for nearly a decade showing little to no improvement.
Consumers have racked up unprecedented levels of personal debt totaling $1.2 Trillion on credit cards alone and nearly 50% of Americans carrying a monthly balance.
Financial fragility further perpetuates the consumer debt cycle with 59% of Americans unable to cover a $1,000 unexpected expense and many families with no emergency savings at all.
 
We need to have these conversations – more than ever. Wyand Wealth exists to bridge this gap.
Drawing from those timeless family lessons of teamwork, sacrifice, and strategic foresight, we guide our clients through personalized financial planning and sustainable, long-term investment strategies. Whether its strategies for saving, retirement planning, or charting your path to financial freedom, we’re here as your committed ally.