Overture Wealth Management LLC
Overture Wealth Management LLC is an independent, fiduciary advisory firm dedicated to helping clients build and preserve wealth through clear, transparent, and goal-aligned strategies. Founded by Sean Dwyer—who brings over 20 years of financial planning and investment experience—Overture delivers objective advice rooted in a simple truth: investors only keep their net returns—net of fees, taxes, and costs.
What Sets Overture Apart
- Flat-Fee Structure: Clients pay a fair, fixed annual fee—not a percentage of assets. This model aligns incentives and can offer meaningful long-term savings.
- Fee-Only: As an independent firm, Overture accepts no commissions or referral fees. Compensation comes solely from a clearly defined, flat fee.
- Credentialed Expertise: Sean holds both CFA® and CFP® designations, combining investment expertise with holistic planning experience tailored to high net worth individuals and families.
Services Offered
- Custom portfolios using low-cost ETFs, mutual funds, and tax-aware strategies
- Retirement, cash flow, education, insurance, and estate planning
- Tax strategies: RMDs, Roth conversions, QCDs, IRMAA planning, and more
- Ongoing investment management and wealth planning, One-time project planning, or hourly consulting
Our Approach
Overture provides a personalized experience for both ongoing and one-time clients:
- Complimentary introductory meeting
- In-depth review of your financial picture
- Delivery of a tailored plan—one-time or ongoing
- For ongoing clients: regular reviews and collaboration with your broader advisory team
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.