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  Dyer Wealth Management | Investment & Financial Planning | San Diego
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We believe in placing our clients’ best interests first.
Therefore, we commit to the following five fiduciary principles:

  • We will always put our clients’ best interests first.
  • We will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional.
  • We will not mislead clients, and will provide conspicuous, full and and fair disclosure of all important facts.
  • We will avoid conflicts of interest.
  • We will fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.

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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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Disclosures​
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.

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