January 2026 Market Recap and February Outlook
January 2026 Market & Economic Recap January Recap January 2026 presented markets with a reminder that transitions are rarely linear.
Smart planning. Simple fees. Confident retirement.
Personalized strategies for those nearing or in retirement, focused on tax efficiency, disciplined investing, and transparent, flat-fee pricing
What we do
A retirement-focused approach designed to help reduce unnecessary taxes and investment costs.
At Overture Wealth Management LLC, our goal is to simplify your financial life by creating a personalized plan that helps you stay organized and track your progress toward your goals.
Our investment approach emphasizes what truly matters: building customized, goal-aligned portfolios; maintaining discipline during periods of volatility; and keeping investment costs low, including taxes and investment fees. We deliver this through a personalized, fiduciary advisory relationship for a fair, transparent flat fee.
Why Choose Overture?
Over 20 Years of Experience
Sean Dwyer, founder and sole practitioner of Overture Wealth Management, has over two decades of experience helping clients near or in retirement make informed, confident financial decisions—prioritizing tax minimization, disciplined investing, and long-term peace of mind.
A Trusted Fiduciary
Being a fiduciary means a commitment, both legally and morally, to putting clients’ interests first—the way financial advice should always be delivered.
Fair, Flat Fee
Our flat fee doesn’t grow with your portfolio. Minor inflation-based adjustments may occur periodically, but only with your prior consent.
Independent and Unbiased
Overture is an independent Registered Investment Adviser (RIA), free from affiliations with banks or brokerage firms. This independence means advice is objective, without commissions or referral fees influencing recommendations. Clients pay only a clear, flat fee for guidance.
Credentialed Expertise
Sean holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst (CFA) designations. These designations equip him with advanced expertise in financial planning and investment analysis, which he uses to help clients near or in retirement make confident, well-informed financial decisions.
Get Started Today
How We Work
A Process Built Around You
From your initial meeting to our ongoing partnership, we prioritize understanding your goals and delivering personalized solutions.
We seek to provide a concierge-like level of service, with an unmatched level of care, efficiency, and precision.
Our core values anchor us company expectations.
Awesome agency services
I have received financial advice from incinsl Investment Planners since 2022, and my experience has been excellent.
Mahfuz Riad
Investment consultant
Awesome agency services
I have received financial advice from incinsl Investment Planners since 2022, and my experience has been excellent.
Mahfuz Riad
Investment consultant
Awesome agency services
I have received financial advice from incinsl Investment Planners since 2022, and my experience has been excellent.
Mahfuz Riad
Investment consultant
Latest News & Articles
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Donec quam felis, ultricies nec, pellentesque eu, .
December Market Recap and January Outlook
December Market & Economic Recap: From Anticipation to Transition Markets close out the year focused on policy normalization, cooling
November Market Recap and December Outlook
November Market & Economic Recap: Balancing Growth and Stability as the Fed Weighs Its Next Move From equities to bonds,
October Market Recap and November Outlook
October Market & Economic Recap: Fed Cuts, AI Gains, and Navigating Year-End Volatility October markets were mixed, but posted positive
September Market Recap and October Outlook
September Market & Economic Recap: The Fed’s Easing Cycle Begins Against Backdrop of Cooling Employment September proved to be an
August Market Recap and September Outlook
August Market & Economic Recap: Small Caps Lead the Charge August delivered another month of positive returns across most major
Our core values anchor us company expectations.
Awesome agency services
I have received financial advice from incinsl Investment Planners since 2022, and my experience has been excellent.
Mahfuz Riad
Investment consultant
Awesome agency services
I have received financial advice from incinsl Investment Planners since 2022, and my experience has been excellent.
Mahfuz Riad
Investment consultant
Awesome agency services
I have received financial advice from incinsl Investment Planners since 2022, and my experience has been excellent.
Mahfuz Riad
Investment consultant
Latest News & Articles
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Donec quam felis, ultricies nec, pellentesque eu, .
January 2026 Market Recap and February Outlook
January 2026 Market & Economic Recap January Recap January 2026 presented markets with a reminder that transitions are rarely linear.
December Market Recap and January Outlook
December Market & Economic Recap: From Anticipation to Transition Markets close out the year focused on policy normalization, cooling
November Market Recap and December Outlook
November Market & Economic Recap: Balancing Growth and Stability as the Fed Weighs Its Next Move From equities to bonds,
October Market Recap and November Outlook
October Market & Economic Recap: Fed Cuts, AI Gains, and Navigating Year-End Volatility October markets were mixed, but posted positive
September Market Recap and October Outlook
September Market & Economic Recap: The Fed’s Easing Cycle Begins Against Backdrop of Cooling Employment September proved to be an
August Market Recap and September Outlook
August Market & Economic Recap: Small Caps Lead the Charge August delivered another month of positive returns across most major
