Areas of Focus
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.
He is most known for working with already successful families to create a life beyond wealth. He defines a life beyond wealth as having the freedom to focus on the here and now and by creating an environment for client's children and grandchildren to fail fast and fail forward without entitlement. He believes your family deserve a platform that allows you to succeed and find your life's purpose.
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 in 2016 for which the Sheriff awarded him a Purple Heart and elected to return to wealth management full-time in 2021.
Bryan studied Political & Economic Philosophy at the University of Arizona (1996-2000), Financial Planning through Boston University (2005-2006), and coursework in Adult Education through Rio Salado College.
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.
CERTIFIED FINANCIAL PLANNER™ Professional
BBB Accredited Business
Fee Only Network
Financial Planning Association
National Association of Personal Financial Advisors
8426 E Country Club Trail Scottsdale, AZ 85255
📍 8426 E Country Club Trail Scottsdale, AZ 85255
📍 112 Mill Street Greenville, KY 42345
📍 129 Moore Avenue Mt. Airy, NC 27030
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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
About our Firm
Almega Wealth Management is a boutique fee-only Registered Investment Advisor with offices in Scottsdale AZ, Greenville KY, Mount Air NC, and Raleigh NC.
Almega defines Wealth Management as the merger of investment consulting, advanced planning, and relationship management ( WM = IC + AP + RM ). The result of our work equates to the creation of a life beyond wealth. We define a life a beyond wealth as having the freedom to focus on the here and now and in creating an environment which provides your children and grandchildren the opportunity to fail fast and fail forward without entitlement.
✅ Successfully manage investments
✅ Mitigate taxes
✅ Provide for heirs
✅ Protection from litigation and unforeseen events
✅ Maximize charitable gifts
University of Arizona, Philosophy
Hobbies and Interests
Who We Serve
Living in Retirement
Real Estate Investors
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