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  • Dwyer Wealth Management
    8501 N Scottsdale Rd Ste 250 Scottsdale, AZ 85253-2749 T: 480.877.3226
    Map and Directions Map and Directions
Dwyer Wealth Management of Raymond James logoDwyer Wealth Management of Raymond James logo

Comprehensive consulting services, to enhance your organization

Well-rounded support and tested capabilities to support institutions

We understand that each of our institutional clients face their own set of challenges. However, each seeks a trusted partner to help them manage their fiduciary duties and meet their goals, in alignment with the mission of the organization they serve.

Our team works proactively to anticipate and address those needs, and provide the appropriate counsel from a full spectrum of investment consulting services. Our disciplined investment consulting team guides institutions through each phase of the investment process – from strategy review, development and implementation, to oversight and documentation. Using a prudent management approach, our team seeks to enhance your organization and its mission, providing reliable support where it’s needed most.

  • We support a diverse range of clients managing wealth at the institutional level, including endowments, universities, corporations, nonprofits, family offices, money managers, governments and municipalities, among others. With this range of clients comes an even greater range of needs, and our team offers the agility, expertise and breadth of resources necessary to address them all.

  • Our team provides customized financial guidance, designing and implementing strategies that are tailored to the specific needs of your institution. We offer critical support at each point in the investment process, and help clients to clarify their objectives and projected milestones for the near and distant future. When selecting investments, we utilize our network and resources to conduct thorough research to identify the opportunities that complement your institution’s profile and align with your target goals and tolerance level.

    Our support is ongoing, and we are disciplined in the monitoring and oversight of our clients’ investment plans. We not only ensure your plan adheres to fiduciary standards and regulations, but also that it continually serves your institution’s needs and goals over time.

  • We provide the vast range of services and resources required to best serve the needs of our clients. They include:

    • Investment strategy review and development
    • Investment search and selection assistance
    • Asset allocation guidance
    • Plan monitoring and performance reporting
    • Fiduciary process guidance and education

    Diversification and asset allocation do not ensure a profit or protect against a loss.

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Dwyer Wealth Management of Raymond James logoDwyer Wealth Management of Raymond James logo
  • Dwyer Wealth Management 8501 N Scottsdale Rd Ste 250 Scottsdale, AZ 85253-2749
  • T 480.877.3226
  • Map & Directions
  • Map & Directions
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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