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DWYER & ASSOCIATES

Private Wealth Advisors

200 S. BISCAYNE BLVD, SUITE 4500

MIAMI, FL 33131-2397

888.657.3767

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About us

Dwyer and Associates

The diversity of our team reflects the diverse backgrounds of a world class clientele. Our ages and experiences help us deliver what we call 'modern private banking': actively addressing the fluid needs of a select circle of male and female CEOs and entrepreneurs as well as traditional and nontraditional families (many of whom are first generation American).

As a member of the Private Banking & Investment Group the Dwyer Group offers active and passive management with no proprietary products. To serve those who demand uncompromised service and financial acumen we offer a tailored experience providing unwavering attention and access to a full complement of services from Merrill Lynch. Clients deserve to know they are making optimal decisions for those they love.

We know how to help ultra high net worth clients whether we recommend where to purchase an aircraft or help them buy a home in France. Being 'all in', we value our close relationships with clients and share their joy in enhancing their lives.

Investment Philosophy

Asset Allocation

  1. How you deploy investment capital across asset classes is one of the most important determinants of investment results over time. Strategic and tactical asset allocation is a central element of our investment advice and guidance.

Diversification

  1. We believe that diversification across global asset classes, investment styles, sectors and industry groups is fundamental to long term wealth creation and portfolio risk management.

Tactical Shifts

  1. On occasion we may guide you in making some tactical changes to your portfolio. Tactical asset allocation is designed to capitalize on short term market deviations by overweighting or underweighting certain asset classes relative to associated benchmarks.

Our Relationship With You Is Highly Personalized and Proactive

  1. We are not a mass market retail type wealth management operation; we maintain a high ratio of professional staff to clients. We meet regularly with each client to review investment performance, portfolio rebalancing and current strategy to plan for their future needs. We tailor day to day private banking services including credit facilities, secure web based bill payment services and individual client preferences.

In The Media

Our team has been featured in:

  • Ocean Drive Magazine
  • Executive South Florida Magazine
  • Barron's
  • WSJ Video Interview
  • Forbes Magazine

Boards and Community Involvement

Our Team is actively involved with our community:

  • Neuroscience Centers of Florida Foundation
  • Carrollton School of the Sacred Heart
  • Telluride Science Research Center
  • Key Biscayne Community Foundation

Our Achievements

Barron's "#1 Advisor in Florida" in 2016 (four of the past seven years)

Barron’s "Top 100 Financial Advisors" in 2016 (tenth consecutive year)

Forbes Magazine #5 Advisor in"America's "Top Wealth Advisors" for 2016

Financial Times "Top 400 Financial Advisor" in 2014, 2015 and 2016)

Registered Rep. magazine's America's "Top 100 Wirehouse Advisors" from 2010 to 2014)

CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.

Barron's "America's Top 1,200 Advisors: State-by-State" list, March 7, 2016. For information about the selection criteria, go to Barron's Top Financial Advisors page. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors.

Barron's "America's Top 100 Advisors" list, April 18, 2016. For information about the selection criteria, go Barron's Top Financial Advisors page. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.

Asset allocation does not ensure a profit or protect against loss in a declining market.

REP.'s "Top 100 Wirehouse Advisors in America" list, December 1, 2014. For more information about the selection criteria, go to REP's Rankings page. REP. is a trademark of Penton Media, Inc. All rights reserved.

The ranking of America’s Top Wealth Advisors, developed by Forbes partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. For the full list and more, visit: www.forbes.com/top-wealth-advisors/.

The Financial Times "Top 400 Financial Advisors" (FT 400) is an independent listing produced by the Financial Times (March 2016). For more information about the selection criteria go to: http://im.ft-static.com/content/images/047b2e0a-d10e-11e4-a840-00144feab7de.pdf.

Meet the team

Awards

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Meet the team