Bryan Wisda, CFP®

Helping families and entrepreneurs achieve a life of amazing significance.

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Almega Wealth Management Bryan Wisda, CFP®
Scottsdale, Arizona

Serving Clients Nationwide

Helping families and entrepreneurs achieve a life of amazing significance.

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

Badges

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

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms.