Overture Wealth Management LLC
Overture Wealth Management LLC is an independent, fee-only fiduciary advisory firm specializing in ongoing wealth management for individuals and couples approaching or in retirement. We work best with clients who have typically accumulated $1 million to $10 million of investable assets and value proactive tax planning alongside thoughtful investment management and retirement planning.
Founded by Sean Dwyer, CFA®, CFP®, EA, Overture combines investment management, retirement planning, and tax planning within a single ongoing relationship. With more than 20 years of experience, Sean helps clients simplify their finances, make informed decisions, and preserve more of what they have accumulated.
What Sets Overture Apart:
• Flat-Fee Wealth Management: Clients pay a fixed annual fee rather than a percentage of assets, providing transparent pricing and potentially meaningful savings for larger portfolios.
• Fee-Only Fiduciary: Overture receives no commissions, product compensation, or referral fees.
• Investment, Planning & Tax Expertise: Sean's CFA®, CFP®, and EA credentials combine investment, financial planning, and tax expertise.
Services include tax-aware investment management; retirement income and cash flow planning; Social Security and Medicare planning; Roth conversions, RMDs, QCDs, and IRMAA planning; and estate, insurance, and charitable planning.
Tax preparation can also be coordinated through Overture Tax Preparation LLC, a separate entity under common ownership.
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.