Areas of Focus
-
Estate Planning
-
Financial Life Planning
-
Investment Management
-
Retirement Planning
-
Taxes
About Me
Bryan Wisda is the President of Almega Wealth Management.. He has over 20 years of experience in financial services, investment management, and financial planning. Bryan has been a CERTIFIED FINANCIAL PLANNER™️ since 2006, is a member of the Financial Planning Association, and is recognized as a NAPFA-Registered Financial Advisor.
Prior to starting Almega, he worked for Bank of America (1995-2000), Farmers Insurance (2000-2001), UBS Wealth Management (2001-2007), and Summit Wealth Management (2007-2015). In 2012 he purchased and ran Summit Wealth Management until selling in 2015.
In 2015, he started Almega Life Solutions, the precursor to Almega Wealth Management, which he ran concurrently while serving the community as a Deputy Sheriff with the Maricopa County Sheriff’s Office (MCSO). He medically retired in 2021 from law enforcement due to an on-duty shooting for which the Sheriff awarded him a Purple Heart and elected to return to wealth management full-time.
Bryan studied Political & Economic Philosophy at the University of Arizona (1996-2000), Financial Planning through Boston University (2005-2006), and has completed coursework in Adult Education through Rio Salado College.
Throughout his career in finance, he has been known as a trailblazer by challenging the status quo and focusing on simple approaches to complex problems. This philosophy has served his clientele well for more than two decades.
Bryan, and his wife Sarah have been married for 17 years, are parents to two boys (15 and 12), and are members of Pinnacle Peak Country Club. Bryan is also a professional musician and the creator of the ADHD Lullaby™️ series of albums.
Professional Designations
-
CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
BBB Accredited Business
-
Fee Only Network
-
Financial Planning Association
-
National Association of Personal Financial Advisors
Primary Location
8426 E Country Club Trail Scottsdale, AZ 85255
Additional Locations
📍 8426 E Country Club Trail Scottsdale, AZ 85255
📍 112 Mill Street Greenville, KY 42345
📍 129 Moore Avenue Mt. Airy, NC 27030
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
-
Fee Only
-
Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the short form. An advisor from the Almega team will reach out to schedule a call with you. We look forward to speaking with you.
Offers Investment Management
Yes
About our Firm
Almega Wealth Management was formed out of the acquisition of the Scottsdale, AZ, Greenville, KY, and Mount Airy, NC, offices from Southport Capital. We help successful families and driven entrepreneurs achieve a life of amazing significance.
The growth of wealth in the United States continues to separate middle-class families from affluent families. In as little as ten years' time, the success of our future generations will depend on whether or not their family has the resources to help them succeed. Successful families need a clear understanding of wealth management to maintain their edge, without which many will fail.
We believe wealth management is not only a tool to guide our clients through retirement but also to serve the areas of their life that matter most to them.
✅ Successfully manage investments
✅ Mitigate taxes
✅ Provide for heirs
✅ Protection from litigation and unforeseen events
✅ Maximize charitable gifts
Education
University of Arizona, Philosophy
Hobbies and Interests
- Beach
- Cooking
- Family
- Golf
- Movies
- Music
- Traveling
- Wine
Who We Serve
-
Baby Boomers
-
Business Owners
-
Corporate Executives
-
Couples
-
Expats
-
Gen X
-
Government Employees
-
Healthcare Professionals
-
Living in Retirement
-
Military
-
Parents
-
Physicians
-
Special Needs
-
Veterans
-
Widow
-
Young Families
Leave a Reply