We provide financial planning, investment management, and wealth management advice to our clients using our proprietary process.
how long have you been in business ?
Dyer Wealth Management "DWM" was founded in 2016. The founder, Tim Dyer, has been in the financial services industry since 1998. Most recently as Managing Director of Sage Capital Advisors which was founded in 2005. Tim Dyer dba Dyer Wealth Management is an Investment Advisor Representative (IAR) of Sage Capital Advisors.
What does wealth management mean?
Wealth management is a high-level professional service that combines financial and investment advice, retirement planning and estate planning for a fee.
What rate of return can i expect?
We strive to provide strategies that have the potential to fully meet your stated objectives and goals that are within your risk tolerance. Our goal is to help you achieve the optimal balance between realistic expectations and low client anxiety.
where are my investments held ?
For your protection, all assets are held in your name by independent custodians such as Charles Schwab or Fidelity Investments. We do not receive any compensation from these custodians.
how often will i get progress updates?
We provide a quarterly investment performance report along with an in depth portfolio review annually. Positions and performance are available 24/7/365 through our easy to use client portal.
how do you select investments or strategies ?
Strategies are presented as a solution after the initial client discovery meeting which helps quantify your financial goals.
is there an minimum account that you manage ?
Our client asset minimum is currently $300,000.
what is a financial plan ?
A financial plan is a finished working document that outlines date specific and dollar specific targets that are needed to fully fund your stated financial goals.
ARE YOU A FIDUCIARY ?
Yes, we adhere to a strict fiduciary standard. This means that we are always looking out for the best interests of our clients. Our transparent, liquid and third party custodian arrangement leaves us independent of the conflicts of interest that plague so many other financial firms. Our independence and conflict free approach allows us to better serve our clients by aligning the interests of our firm with those of the client.
WHY DO YOU DO WHAT YOU DO ?
In a world that is becoming more commoditized, clients value the personal service and attention that they get from our team. The enemy to your success is confusion and information overload. Our primary goal is to help and simplify the important details for the large amount of investors that get misleading information and biased advice.
Dyer Wealth Management
5672 La Jolla Blvd La Jolla, CA 92037 Phone: 858.459.3937 email@example.com
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. ”