Meet Our Team

Our Team

Eddie Albazi

Founding Partner, Wealth Advisor

My 23-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,...

Chris Wyzgowski

Founding Partner, Wealth Advisor

With over 21 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...

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...

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 expertise and dedication to my clients. My career began with roles at the Chicago Board...

Trinh Le

Director of Operations

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...

TJ Riley

Wealth Advisor

Jan Redding

Director of Operations

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...

David Motley, AIF®, CRPC®

Wealth Advisor

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...

Troy Webb

Wealth Advisor

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...

Mitchell “Mitch” Ellwood Wyzgowski

Financial Professional

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...

Brian Wyzgowski

Financial Advisor

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,...

Wealth Guidance

A client-centered approach to wealth guidance is a philosophy and practice that we believe prioritizes the needs, goals, and values of our clients above all else. It places your best interests at the forefront and aims to build a trusting and collaborative relationship between us and our clients. Here are key principles and elements of our approach to wealth guidance:

1.Client-Centric Goals:

The process starts by understanding your unique financial goals, aspirations, and concerns. Our advisors actively listen and tailor the planning process to meet your specific needs.

2. Holistic Planning:

Rather than focusing solely on individual financial products or services, client-centered planning takes a comprehensive and holistic view of the YOUR financial life. It considers all aspects, including investments, insurance, taxes, estate planning, retirement, and more.

3. Education and Communication:

Using a client-centered approach means taking the time to educate you about various financial strategies, risks, and options. Communicating in a clear and understandable manner to empower you to make confident, well-informed decisions.

4. Transparency:

There is a strong emphasis on transparency in all dealings. This includes being transparent about fees, potential conflicts of interest, and the rationale behind recommended financial strategies.

5. Fiduciary Duty:

Financial advisors operating under a client-centered approach often operate as fiduciaries, meaning they are legally obligated to act in the best interests of their clients. This duty helps ensure that recommendations are made solely for the benefit of the client.

6. Customized Solutions:

Rather than offering one-size-fits-all solutions, our advisors tailor financial plans to your circumstances. This might involve crafting unique investment portfolios, tax strategies, or estate plans.

7. Regular Review and Updates:

A client-centered approach recognizes that financial circumstances change over time. Our advisors work with you to regularly review and update their financial plans to reflect these changes and adapt to new goals or challenges.

8. Empowerment:

The goal of a client-centered approach is not just to manage your finances but also empower you to take control of YOUR financial future. We strive to provide you with the knowledge and tools to make confident financial decisions.

9. Emotional Support:

Financial decisions can be emotionally charged, and we want to be empathetic and provide emotional support when needed. We understand that money can be deeply emotional.

10. Long-Term Relationship:

We aim to establish long-term relationships with our clients, often spanning many years and hopefully generations.

11. Continual Learning:

We'll seek to update our knowledge and skills to stay current with industry trends and changes in regulations, ensuring that you receive the most appropriate and updated guidance.

12. Consistent Feedback:

Actively seek and value your feedback to improve the planning process and address any concerns or issues promptly.

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

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Meet Our Team

Our Team

Wealth Guidance

1.Client-Centric Goals:

2. Holistic Planning:

3. Education and Communication:

4. Transparency:

5. Fiduciary Duty:

6. Customized Solutions:

7. Regular Review and Updates:

8. Empowerment:

9. Emotional Support:

10. Long-Term Relationship:

11. Continual Learning:

12. Consistent Feedback:

Have a Question? Let’s talk.

^{Have a Question?}Let’s talk.