Dew Wealth Management: The Entrepreneur's Fractional Family Office®

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Recognized for Growth. Committed to Yours.

Our innovative business model has earned us a place on the Inc. 5000 list of America's fastest-growing private companies for the fourth straight year—an achievement shared by only 0.001% of privately-held businesses. This year, we’re especially proud to be one of just 211 financial services companies to earn a spot on the list.

This rare recognition highlights not only our disruptive approach to growth but also the enduring trust of clients who believe in our mission to help them Make Rich Real^®.

Wealth Wheel - Financial Flat Tire

The Entrepreneur’s

Financial Flat Tire

You built a successful business through sacrifice and hard work. Yet your wealth management resembles a flat tire. Over the years, you have created a random team of professionals who may not all be “A” Players and who are not talking to each other. The worst part? You’re stuck in the middle of that wheel without the time and expertise to manage it well.

This broken wheel isn't just a headache—it's expensive. Most entrepreneurs we meet discover they're silently losing at least $150,000 each year:

Getting crushed by taxes

Investing like Main Street instead of multiplying money like a billionaire

Overlooking risks that could take everything you’ve built

Wealth Wheel - Fixed Financial Tire

From Flat Tire to Smooth Ride

The Billionaire Solution

While you're struggling with a financial flat tire, billionaires cruise smoothly with their secret weapon—the family office model:

All advisors work together under one coordinated strategy

A dedicated team manages all financial decisions

Freedom to focus on what you do best—not managing advisors

Your Path to Financial Freedom

The Fractional Family Office^®

We’ve made the billionaire’s balanced wheel accessible to successful entrepreneurs like you

Expert Management

We become the CEO of your Fractional Family Office^®

Leverage our elite network of experts to supercharge your team

A custom dashboard to track your ROI at every step

Aligned Strategy

Strategic tax planning instead of reactive tax reporting

Access to billionaire investment strategies

Legal structures that protect while supporting business growth

Just as your business needs systems to scale, your wealth needs professional management to eliminate the dangerous wobble of a financial flat tire. Imagine waking up confident that your wealth is working as hard as you do—no more sleepless nights, no more lost opportunities, and no more precious hours wasted coordinating advisors who never talk to each other.

See What Entrepreneurs are Saying About Us

Pace Morby Overlay

Pace Morby

Founder of Subto Real Estate Investing

"Not only did I pay zero federal income taxes last year for all of my companies, I got money back, and he got me $3.5 million in carryforward for the coming year."

Pete Vargas Video Image Overlay

Pete Vargas

CEO of Advance Your Reach

“I had never seen a model for advisory in the way that they ran it. I have a peace of mind around my finances, my insurance, my assets protection, my taxes and all of that stuff because they're constantly working on my behalf.”

Mike Lofton Overlay

Mike Lofton

Principal of Capital Fund 1

“Their value to my wife and I have as been some multiple of what we will pay them in their annual fees so we’re very happy about that.”

Aleric Heck Overlay

Aleric Heck

CEO of AdOutreach

“They’ve been here with me each step of the way, and I can really tell that not only they are here to help with investments, helping me grow my business, helping me protect my business, protect my assets, and grow those assets, but they also have a heart that they really care.”

Jim and Mimi, Founders of Dew Wealth standing in front of our brandmark

Meet Jim & Mimi Dew

Entrepreneurs Who’ve Walked Your Path

Late nights. Missed family dinners. The weight of payroll. The thrill of breakthrough success. Jim and Mimi Dew have lived it all—building a business from the ground up for over 25 years, just like you.

"Our fellow entrepreneurs shared a common frustration—advisors who never truly grasped the unique needs of business owners," Jim recalls. This drove him to become the "Advisor to the Entrepreneur^®," creating a practice exclusively for business owners.

"As entrepreneurs ourselves, we hated hidden fees and conflicts of interest," adds Mimi. "So we built what we wanted—a true fiduciary relationship where we are truly As Invested As You Are^®with transparent flat fees, no product sales, and no kickbacks."

Simply put: straightforward advice from one entrepreneur to another.

Ready to Get Your Wealth

Working as Hard as You Do?

You built a successful business through vision, grit, and countless sacrifices. Now, it’s time to ensure your wealth works just as efficiently. Our Fractional Family Office^® is designed for entrepreneurs who

Run businesses generating $1M+ in annual revenue

Want to minimize their tax burden & multiply their money

Value time efficiency & integrated financial management

Seek access to billionaire investment strategies

Frequently Asked Questions

Learn More About Our Services

$150,000 per year is a big claim. Where does this number come from?

This number is calculated based on statistical averages from our clients. When we manage our clients' entire wealth team, we look at everything from taxes saved to insurance premiums decreased, downside losses averted, and investment efficiencies captured to find new wealth.

And while past performance is not necessarily indicative of future results (see disclosure below), this is meant to be a conservative number, as we help many of our clients capture $450,000 or even over $1,000,000 in new wealth every year. Curious to see just how much money you might be leaving on the table? Take 10 minutes to engage with our Wealth Waste Calculator, and we’ll send you your own personalized Wealth Waste Analysis, breaking down the numbers specific to your situation based on the information you give us.

What do you mean when you say you’re a “true fiduciary”?

Unlike most financial advisors who bill based on “assets under management” (AUM) and earn commissions from products they recommend or collect referral fees from professionals they introduce, we operate differently. As a True Fiduciary, we have transparent, fixed flat fees with absolutely no hidden revenue streams. We accept zero commissions from anyone. Period.

We don't have financial incentives to push specific investments or refer you to particular professionals. You simply pay our monthly fee, and we must prove our value every month, or you can walk away. Our success depends entirely on delivering measurable results for you—not on selling products or collecting hidden kickbacks.

This alignment of interests means you never have to spend one second questioning if the advice we give you is truly in your best interest…or in ours.

I already have a financial advisor, accountant, etc. Why do I need you?

You're hiring us to be the "Fractional CEO" of your "Fractional Family Office^® "—not to replace your advisors. Just as your business needs leadership to coordinate departments, your wealth deserves the same.

Keep your current financial advisor if you're happy. As an SEC-regulated RIA, we provide complementary oversight without requiring you to move investments.

Though not an accounting firm, we specialize in entrepreneurs with 7+ figure businesses, focusing on tax provisions that some CPAs may overlook—ones written for just 0.5% of the population.

Don't view us as another advisor or accountant. These roles are "spokes" in your wealth wheel—we're the hub ensuring everything works together. Like any effective CEO, we evaluate your team, retain top performers, replace underperformers, and fill gaps.

Our clients typically see a 6x ROI, not necessarily because we're better at individual functions but because we prevent things from falling through the cracks, giving you back time to focus on what you do best.

Will you fire my team if I hire you?

No. As your Fractional Family Office^® CEO, we evaluate your existing team objectively. We celebrate and retain the "A" players already serving you well. Where we identify "B" or "C" players, we'll recommend replacements from our elite network of specialized experts—but these recommendations are yours to accept or reject.

Our role isn't to replace your entire team but to ensure all specialists work together cohesively toward your wealth goals. Like any effective executive, we help build and coordinate the strongest possible team while eliminating the communication gaps that often exist between advisors.

Disclosure

Fractional Family Office^® is not an actual family office but seeks to replicate the experience and benefits of a family office structure. Dew Wealth Management, LLC does not provide compensation in connection with obtaining or using third-party ratings shown. The statistic that 0.0015% of privately held businesses have obtained the Inc. 5000 rating three years consecutively is calculated by dividing repeat Inc. 5000 honorees by total U.S. privately held businesses. Third-party publication features should not be construed as endorsements of Dew Wealth by such publications.

Client names, logos, and details used with permission. Testimonials and endorsements are not representative of all client experiences and were selected due to uniquely positive outcomes. Client experiences vary significantly. For additional reviews, search "Dew Wealth Management" on Google. No compensation was provided for testimonials or endorsements shown, and no material conflicts of interest are expected with testimonial providers. Testimonials should not be the sole factor in selecting advisory services and do not guarantee satisfaction, success, or financial outcomes.

Discussions of potential benefits, including "$150,000 in new wealth opportunities," reflect estimated financial benefits delivered to our client base as of December 31, 2024, encompassing tax savings, investment improvements, insurance optimizations, and other planning benefits. These calculations include estimates and projections. Individual results vary significantly based on client circumstances, fees, services utilized, market conditions, implementation factors, and other variables. These figures may not represent individual client experiences and should not be construed as guarantees or predictions.

Past performance may not indicate future results. Success and benefits vary based on professional coordination, client tax situations, income levels, implementation timing, and other factors. Different investments and strategies involve varying risk levels. No assurance can be given that any specific investment, strategy, or service will be suitable for your situation or prove successful.