About My Practice
Dew Wealth Management is a Registered Investment Advisory Firm. At Dew Wealth Management, we are known for our exceptional advice and superior service. We believe we can offer something different - independent, objective financial advice, fee based services, and a disciplined approach to managing money. Our independent status enables us to base our financial advice on your needs, not the dictates of a large financial institution that is more interested in their profits than your economic security.
Dew Wealth Management is a fee-based financial advisory firm that offers sound, objective financial advice based on your needs, not what is offering the highest commissions.
We specialize in investment management, estate planning, risk management, and tax planning. Portfolio design and implementation includes evaluating risk tolerance, goals and objectives, asset allocation, sector weightings, tax efficiency, management style diversification, expense analysis, and individual investment choices.
We are proud of the fact that we specialize in managing risk. Because Jim Dew oversees the entire realm of a client's financial investments, he acts as your fiduciary and financial captain, leading your team of CPA's and attorneys to the ultimate goal of financial security. If you are tired of a one-size-fits-all relationship, we invite you to discover the difference at Dew Wealth Management.
Jim Dew's affinity for investing and financial matters began in college more than 22 years ago when he majored in mathematics. Jim turned his love of finances into a career as a Certified Financial Planner. In the past, he has been a compliance officer and regional manager for a national financial services company. His experience supervising financial planners motivated him to start his own independent firm in order to provide unbiased, objective advice.
Jim is one of the few INDEPENDENT Registered Investment Advisors in Scottsdale who is a fiduciary to his clients. He is one of the few advisors nationwide to be approved by the National Ethics Bureau and hold the following certifications: Certified Financial Planner™ (CFP®), Master of Business Administration (MBA), and Chartered Financial Consultant (ChFC).
Jim is a national speaker and has been quoted in several national and local publications. In addition, he is one of the founders for the Western National Bank. Jim was recently interviewed by theGeniusnetwork™ which has a worldwide distribution. He is in company with very few financial advisors interviewed such as David Bach, best selling author who has appeared on the Oprah Winfrey Show several times, and Robert Kowasaki, author of "Rich Dad, Poor Dad".
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance: AZ, Health/disability insurance: AZ, Fixed annuities: AZ
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - National Ethics Bureau Approved
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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