Wealth Management
Talk With Tim
  Dyer Wealth Management | Investment & Financial Planning | San Diego
  • Home
  • ABOUT
  • CONTACT
  • Home
  • ABOUT
  • CONTACT

We help clients succeed financially by removing the burden of managing their wealth alone.

START A CONVERSATION

Would you like help getting the right
answers to all of your questions...

 Our team is dedicated to make sure you get the timely answers to meet your needs. Your situation and concerns are unique to you. We are committed through our unbiased advice and vast experience to guide you in making informed decisions about your wealth.
START A CONVERSATION

Ways We Help You Succeed

Picture

Professional Advice

As a fiduciary we are on the same side of the table as you. The advice we provide is always in your best interest.
Picture

Experience

Over 20 years,  no matter what your financial concerns are we have most likely navigated something similar.
Picture

Value 

Advisory services are provided for a competitive annual fee. Our  growth is tied to your success. *

No One Plans to Fail, They Fail to Plan

The stakes are too high for not getting it right.
Your wealth is not worth the risk of failing to plan.

If you would like to get your financial matters organized, simplified and maximized
start now with a conversation and custom plan from Dyer Wealth Management.


QUICK LEARN VIDEO SERIES


Three Steps to Your Financial Success

Picture
Picture

Holistic
​Financial Planning

​The strategy starts with a solid
plan based on a collaborative
discussion of your needs.

Picture

Investment Management
​

Aligning the right strategy within
your risk tolerance to fulfill that
plan to achieve desired results.
Picture
Picture

              Ongoing Client
              Relationship

 You are not alone. We walk you through the aspects of your custom plan and make sure that they are implemented and you are on track.
​

START A CONVERSATION




                   Click here for a copy of our current relationship summary (Form CRS)

Picture
Picture

Dyer Wealth Management

5672 La Jolla Blvd
La Jolla, CA 92037
Phone: 858.459.3937
tim@dyerwm.com

Company

About
Services
The Company
Menu

Support

Contact
FAQs
This website is solely for informational purposes.  Dyer Wealth Management provides advisory services through Sage Capital Advisors, LLC., an SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where representatives of Dyer Wealth Management are properly licensed or exempt from licensure. No advice may be rendered unless a client service agreement is in place. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. ”  

* J. Timothy Dyer provides insurance products and services including life insurance and annuities. Insurance transactions do not fall under the advisory services outlined in the Dyer Wealth Management investment management. Additionally insurance transactions are not affiliated with Sage Capital Advisors and may contain commissions paid to agent.

© COPYRIGHT 2019. ALL RIGHTS RESERVED.