Find the right fit for you - faster
Get tailored insights about working at Dew Wealth Management in one quick step.
Dew Wealth Management Snapshot
Dew Wealth Management is on a mission to take the billionaire family office strategies to entrepreneurs' making $1MM+ in personal income per year, so they can achieve freedom and live their best life.
Dew Wealth Management was started in 1999 out of frustration with the misalignment of interests between most financial services companies and the clients they purportedly serve. Many of these companies focus on selling products or gathering assets to support the company's bottom line. Dew Wealth Management was founded, therefore, in pursuit of a model that would prioritize being a TRUE fiduciary to our clients, defined by fixed monthly fees that do not incentivize "selling" clients on any products or services in any way. At Dew Wealth Management, our CLIENT's interest ALWAYS comes first! No equivocation. No shortcuts. Period.
Over the next two decades, as part of their own journey as entrepreneurs, founders Jim & Mimi Dew increasingly engaged with successful entrepreneurs across the country. Through these relationships, they realized that a significant gap existed in the financial services market. This is when Jim & Mimi discovered the “family office” structure that billionaires utilize to manage all areas of tax, legal, insurance and investments. They refined the “Family Office” model to coin “The Entrepreneur’s Virtual Family Office®”, uniquely suited to solve this precise problem, for entrepreneurs making $1MM+ of personal income.
This Virtual Family Office model, especially when coupled with the flat-fee billing model and fiduciary standard of care that Dew Wealth Management had become famous for since 1999, was an immediate hit with this entrepreneurial client base, putting the firm on a growth trajectory that Inc. Magazine would soon come to recognize as one of the fastest-growing companies in the United States.
Today, Dew Wealth Management remains on the Inc. 5000 list of fastest-growing companies in the United States as the organization is in the process of scaling to over 100 employees in the next few years... disrupting the entire industry along the way.
Over the next two decades, as part of their own journey as entrepreneurs, founders Jim & Mimi Dew increasingly engaged with successful entrepreneurs across the country. Through these relationships, they realized that a significant gap existed in the financial services market. This is when Jim & Mimi discovered the “family office” structure that billionaires utilize to manage all areas of tax, legal, insurance and investments. They refined the “Family Office” model to coin “The Entrepreneur’s Virtual Family Office®”, uniquely suited to solve this precise problem, for entrepreneurs making $1MM+ of personal income.
This Virtual Family Office model, especially when coupled with the flat-fee billing model and fiduciary standard of care that Dew Wealth Management had become famous for since 1999, was an immediate hit with this entrepreneurial client base, putting the firm on a growth trajectory that Inc. Magazine would soon come to recognize as one of the fastest-growing companies in the United States.
Today, Dew Wealth Management remains on the Inc. 5000 list of fastest-growing companies in the United States as the organization is in the process of scaling to over 100 employees in the next few years... disrupting the entire industry along the way.
