Skip To Content

Michael Dwyer

Private Wealth Advisors

540 W MADISON ST

CHICAGO, IL 60661

312.325.2612

Directions to branch Directions to branch Directions
Share this page Share this page Share page

Learn more about an advisor's
background on FINRA's BrokerCheck

Dwyer

About us

The Dwyer Group

The Dwyer Group offers customized financial strategies, services and solutions to ultra high net worth families and individuals that addresses their risk tolerance, time horizon, liquidity needs and overall investment goals. Based in Chicago we are a three person team of investment professionals who pride themselves in providing attentive, personalized and intimate client service. We deliver financial advice in straightforward and understandable terms.

Clients

As of December 31, 2015 we advise 41 clients with over $1.7 billion in assets. We purposely limit our number of clients so that we can deliver the superior service and customized attention that clients expect and deserve. We work closely with clients’ other professional advisors such as tax and legal counselors, integrating their advice as appropriate, into the strategies and solutions we provide.

Our Approach

We engage clients in a process that seeks to define their core values, priorities, long term goals, liquidity needs and risk tolerance. Our wealth management approach reflects four priorities:

  • Wealth Preservation: We place primary emphasis on preservation of capital. We worry about what can go wrong in the financial markets in order to hedge against downside risks for clients.
  • Cash Flow: We recognize that clients need dependable cash flow in order to preserve their lifestyles. We structure our investments to facilitate steady and reliable cash flow from year to year.
  • Convenience: Increased wealth is often accompanied by increased complications. Clients look to us to simplify, organize and streamline their financial lives.
  • Positive Impact of Wealth Transfer: We work closely with families to enhance the positive impact of wealth transfer upon children and grandchildren. We offer services such as financial boot camps and foundation advisory assistance that promote the smooth transmission of values and wealth between generations.
  • Our Range of Services

  • Risk and asset allocation
  • Liquidity and cash management
  • Concentrated stock management
  • Detailed quarterly reporting
  • Lending
  • Wealth and philanthropic planning
  • Meet the team

    Back to team

    Michael Dwyer

    Senior Vice President

    Private Wealth Advisor

    312.325.2612

    312.325.2612

    michael_dwyer@ml.com

    Add to address book

    Read Bio


    Latest Thinking


    Back to overview

    Meet the team

    Michael Dwyer

    Senior Vice President

    Private Wealth Advisor

    312.325.2612

    312.325.2612

    michael_dwyer@ml.com

    Add to address book

    Read Bio