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Guiding Financial Journeys. Confident Outcomes.

YOUR WEALTH. YOUR JOURNEY. OUR GUIDANCE.

Your journey. Our commitment.


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Who We Guide

Educators & Public Sector

We understand the distinct financial decisions faced by educators and public-service professionals—from navigating pensions, benefits, and retirement systems to preparing for career transitions and life beyond service.

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Business Owners & Entrepreneurs

Your business and personal financial life are deeply connected. We help you see the complete picture, prepare for change, and make decisions that support both your enterprise and the life you are building.

Plan for What’s Next

Employers & Plan Sponsors

A strong financial-benefits experience can support a stronger workforce. We help employers and plan sponsors bring education, access, and practical guidance to the people they serve.

Explore WorkPlace Wealth

Retirees & Next Generation

We help families navigate the transition into retirement and the decisions that follow—while creating continuity, understanding, and confidence across generations.

Guide the Next Chapter
Why WealthGuide A Guide for Every Turn

Why WealthGuide A Guide for Every Turn

We are an independent wealth management firm and financial wellness partner dedicated to guiding individuals, families, employers, and advisors toward greater financial confidence.

  • Holistic Guidance Not Transactions
  • Proven Leadership & Experience
  • Integrated Wealth + Workplace
  • True Independence
  • A Culture of Partnership
FINANCIAL WELLNESS WHERE PEOPLE WORK Bring Financial Guidance Within Reach

FINANCIAL WELLNESS WHERE PEOPLE WORK Bring Financial Guidance Within Reach

WorkPlace Wealth helps employers and plan sponsors connect their people with practical financial education, useful resources, and access to guidance. The platform is designed to meet employees where they are—from early-career questions to retirement decisions—and to help organizations strengthen the value and visibility of their benefits experience.

For WealthGuide, this work reflects a larger commitment: expanding access to financial confidence in workplaces and communities that have not always been well served by traditional wealth management.

For Employers and
Plan Sponsors

  • Support employees across income levels, roles, and life stages.

  • Make financial education more practical, relevant, and accessible.

  • Help employees understand and use the benefits already available to them.

  • Create a more connected experience across retirement planning and personal financial wellness.


For Employees

  • Understand key financial choices in plain language.

  • Build confidence around saving, benefits, retirement, and major life decisions.

  • Know where to turn when questions become more personal or complex.

FROM EMPLOYEE ADVISOR TO INDEPENDENT BUSINESS OWNERMaximize Your Independence With A Guide Beside You

Independence can create greater freedom, ownership, and opportunity—but the transition should not feel like a leap into the unknown. WealthGuide helps employee and W-2 advisors evaluate the path, prepare for the move, and build an independent practice with experienced partnership along the way.

We bring structure to the journey so you can focus on the advisor and business owner you want to become. From early exploration through launch and long-term growth, you gain a guide who understands that independence is both a professional transition and a personal one.

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OUR TEAMThe People Behind The Plan.

Eddie Albazi

Eddie Albazi

Founding Partner, Wealth Advisor

My 25-year journey in wealth advisory, I've been able to impact the lives of individuals and businesses alike. Starting out in Silicon Valley, I had the opportunity to work closely with some of the brightest minds in the tech industry,...

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Chris Wyzgowski

Chris Wyzgowski

Founding Partner, Wealth Advisor

With over 23 years of dedicated experience in financial planning and wealth management, I've devoted my career to guiding individuals towards achieving their financial goals, aspirations, and dreams. My journey in this field began...

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Khai Le

Khai Le

Managing Partner, Wealth Advisor

With over 24 years of dedicated experience in the financial industry, I am blessed to be in a profession that I started right out of college and am still passionate about today.  Throughout my career, I have sought to understand...

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Benjamin Weinberger

Benjamin Weinberger, CFP®

Wealth Advisor

As a seasoned financial professional with over 20 years of experience in investment and trading across various asset classes, I bring a wealth of experience and dedication to my clients. My career began with roles at the Chicago Board...

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Trinh Le

Trinh Le

Director of Operations

Sue Allor

Sue Allor

Client Services Advocate

With over 20 years of experience in the financial services industry, I am passionate about building meaningful, long-term relationships and providing exceptional service to every client. As a Client Services Advocate at WealthGuide...
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TJ Riley

TJ Riley

Wealth Advisor

Jan Redding

Jan Redding

Director of Operations

Joe Valdes

Joe Valdes

Wealth Advisor

For more than 25 years, I have helped individuals and families make informed decisions about their financial futures. My approach begins with listening—understanding each client’s priorities, concerns, responsibilities, and long-term...
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David Motley, AIF®, CRPC®

David Motley, AIF®, CRPC®

Wealth Advisor

719-360-0920

I help individuals, families, and professionals build financial plans that reflect their goals, responsibilities, and long-term vision. I began my financial-services career with T. Rowe Price in 2012, developing a strong foundation in...
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Troy Webb

Troy Webb

Wealth Advisor

706-206-4032

For more than 30 years, I have helped individuals, families, and professionals prepare for retirement and navigate important financial decisions. That experience has shown me that good financial guidance is about more than...
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MItch Wyzgowski

MItch Wyzgowski

Financial Professional

810-984-4212

For nearly five decades, I have helped individuals and families navigate financial decisions through changing markets, evolving regulations, and many different stages of life. While the financial landscape has changed considerably...
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Brian Wyzgowski

Brian Wyzgowski

Financial Advisor

810-294-0845

I am committed to helping individuals and families pursue their long-term financial goals with greater confidence and clarity. To me, financial planning is about more than numbers—it is about building meaningful relationships,...
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Meet The Full Team

Your Wealth. Our Guidance.

When was the last time you sat down and had an eye-opening conversation about money, life, and goals? If it’s been a while, it may be time for some guidance from an experienced source.

Whether you’re a  wealth-builder, retirement-seeker, or beyond, we’re here for you. We’re proud of our team and the people we’ve helped, and we hope to count you among them.

Financial Planning


Asset Allocation, Risk Tolerance, Budgeting, Tax Efficiency offered through Lincoln Investment

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Retirement


Develop a retirement plan that includes savings goals, investment options and generating a retirement paychck. 

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Risk Management


Evaluate your insurance coverage, including life insurance, health insurance, disability insurance, and liability coverage. Ensure you have adequate protection in place to safeguard your wealth and family.

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Legacy & Estate Planning


Create or update your estate plan to ensure your assets are distributed according to your wishes. 

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Resources A Hub For What Matters.

The A, B, C, & D of Medicare

The A, B, C, & D of Medicare

How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

Our Process The WealthGuide Journey

Step 1 Educate

We start by listening and educating to build financial confidence.

Step 2 Plan

Together, our advisors design a custom plan aligned with your goals.

Step 3 Implement

We put your plan into action with care and precision.

Step 4Guide

We monitor, adapt, and guide you forward for life's journey.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the foundation of sustained succes.

Get Started Let’s talk.

We’d love to learn more about you and your financial goals. Our form is the best way to schedule a complimentary introductory call.

15 Minutes

Educate Yourself

No Pressure

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