Dyer Private Wealth Management

Dyer Private Wealth Management

Dyer Private Wealth Management is a Greenwich-based RIA that works with wealthy families on asset allocation, estate planning, and portfolio construction. The firm's approach centers on holistic wealth stewardship—coordinating with clients' accountants, attorneys, and trustees. While specific founding details remain undisclosed, the firm is registered with the SEC, indicating regulatory oversight to its operations. The firm allocates capital across public equities, fixed income, alternative investments, and cash. It does not pursue direct private equity or venture capital stakes, instead accessing private markets through commingled funds and SMAs. Geographic focus is domestic US, with some exposure to global markets via public securities. Notable holdings or third-party manager relationships are not publicly listed, but the firm likely uses a mix of passive ETFs and active managers. Team size and total professionals are not disclosed publicly. Dyer Private Wealth Management does not maintain additional known offices beyond its Greenwich headquarters. There is no public record of philanthropic foundations or operating companies linked to the firm. No material recent events—such as hires, raises, or regulatory actions—have been reported in the past 24 months. As a smaller RIA, Dyer Private Wealth Management's structural differentiator is its purely fee-based fiduciary model, avoiding commissions or proprietary products. It likely competes on personalized service rather than scale or proprietary deal access. The firm's registration with the SEC provides the primary governance framework.