Wealth Management
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  Dyer Wealth Management | Investment & Financial Planning | San Diego
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Staying Updated


Technology for you to use, and not confuse.

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Technology is both a blessing and a curse. Too little can be frustrating and too much is overwhelming.
As a client we give you more of what you want and filter out what you don't.  Its technology SIMPLIFIED. 
You enjoy 24/7 access to:
  • Individual Client Portal
  • Easy to understand performance statements
  • Digitally based dynamically updated Financial Plan


Security You Can Trust


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Client's assets are securely held with trusted and established institutions. To learn more about the Fidelity security guarantees click HERE.  For the Schwab Security Guarantee click the icon to the right. 


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Dyer Wealth Management

5672 La Jolla Blvd
La Jolla, CA 92037
Phone: 858.459.3937
[email protected]

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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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