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  Dyer Wealth Management | Investment & Financial Planning | San Diego
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We help clients succeed financially by removing the burden of managing their wealth alone.

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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.
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Ways We Help You Succeed

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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.
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Experience

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

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Holistic
​Financial Planning

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

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

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

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RETIREMENT POWER PLAY PODCAST

Join wealth manager Tim Dyer for consistent and reliable information about how to best prepare for retirement and your financial future on the Retirement Power Play podcast. Tim isn't afraid to run counter to the conventional wisdom of the financial world.

Join him each episode as he'll point out problems and inconsistencies you need to be aware of in the retirement landscape so you can take full control of your portfolio to make empowered financial decisions. 
 

If you have a 401(k), an IRA, a pension (or maybe even better, no pension), not sure what to do about Social Security, healthcare, legacy planning, or any other number of financial planning issues then you're in the right place.​

SUBSCRIBE

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MORE EPISODES

NEW EPISODES EVERY OTHER WEEK!

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Dyer Wealth Management

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

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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.