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Dew Wealth Management

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Advisor - Anonymous employee Dew Wealth Management Employee Review

5.0
Aug 31, 2022
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Culture is team oriented. Everybody pulls the rope in the same direction. Always act as a fiduciary. I have no compensation tied to sales. I only care about what's best for my clients. That makes my job easier. We are growing fast. There are so many opportunities to grow my career and accelerate my career because there is so much opportunity. Transparency is key. I always know where I stand.

Cons

It takes a lot of work to be successful. Becoming technically proficient to the degree required to excel is no joke - you need to love to learn and can't be lazy. Their processes are better than my old firm, but just like any small company, more processes could be implemented to help us scale even faster.

Explore other reviews about Dew Wealth Management

5.0
Oct 24, 2025
Recommend
CEO approval
Business Outlook

Pros

Great work/life balance. First time as an IT person where I didn't have to worry about on-call, nights, and weekends as long as I was available to respond to emergencies as needed (which were infrequent). Outside of IT, everyone has a real passion for what they do and truly encourages each other to be their best. It's not often you get a blend of hard working individuals with a more relaxed environment.

Cons

Only con I think of is sometimes leadership moves too quickly on new innovation and requires that IT rein them in to ensure proper compliance/security considerations. This was a small qualm, as leadership was open to most conversations and would see the value in slowing down and ensuring proper security alignment with the business goal.

5.0
Nov 26, 2024
Recommend
CEO approval
Business Outlook

Pros

• Supportive Team Environment: The team at Dew Wealth is highly collaborative, with each member bringing unique insights and expertise to the table. This diversity of thought has been instrumental in driving successful marketing campaigns. • Data First Approach: Dew Wealth places a strong emphasis on data-driven decision-making. As a marketing analyst, I have had the opportunity to leverage advanced analytics to optimize marketing strategies & enhance engagement. • Leadership and Vision: The leadership at Dew Wealth is visionary and supportive, providing clear direction while also valuing employee input. This has created an empowering atmosphere where innovation thrives.

Cons

The fast-paced nature of the marketing industry demands constant adaptation to new trends and technologies, and the business vertical is under SEC regulation. Therefore, this poses specific challenges for marketing specialists to keep in mind. All while keeping up with new changes can be challenging and requires continuous learning and adjustments to keep in compliance.

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