We Serve Elite Entrepreneurs

“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.”

"I've counted on Dew Wealth for quite a while to help me watch the back doors to make sure I'm just not doing things that I wouldn't even see, so I trust them implicitly."

“I sleep better at night. They take care of everything. They have saved me many, many times over what I pay in taxes.”

“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.”

“They have just completely removed all financial stress from my life. They help me out with everything from budgeting to taxes to just really anything that is money related that I no longer have to think about. And it allows me to focus on what I need to focus on and nothing else.”

"We're looking to exit our company in the next couple years. Bryce and team have been amazing helping our CFO with connections and bankers. The strategies they've put in place have already saved us significantly in taxes while positioning us for maximum value."

“We recently sold our business to Blackstone for $1.6 Billion. Dew was instrumental in guiding myself and my partners with tax and asset protection through this process. Working with Jim and his team for two decades has been one of the smartest decisions I have made for myself and my family.”

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

“They've already helped me increase my net worth by 20-25% and become really confident and secure in the way I’m managing my money. I don’t know what I would do without them, and because I’m a better steward of my money, my money is growing that much more quickly. They’re amazing.”

“I've been searching forever to find somebody that doesn't sell me products but actually sells me a systematic approach to customized wealth planning and wealth creation system.”

“The worry and stress are no longer there. I get excited because I have a team of very qualified professionals helping guide the way, doing things that I don’t only know how to do, but don’t want to do. I feel more enthusiastic than ever with regard to my business and family.”

“Jim pays attention to little details that other people miss. He pays attention to things for me that other people have never even noticed before. I’ve never had an investment advisor look at that paperwork and give me ideas like Jim did. He saved me a lot of money.”

“They have changed the game for me at this level. They have saved me millions of dollars in taxes. If you are an entrepreneur, and you have a business, and do over a million dollars in revenue, I really encourage you to see Dew Wealth.”

"They were able to put in tax strategies to save me hundreds of thousands of dollars. I highly recommend Jim Dew and Dew Wealth and the Virtual Family Office. Take it from a high-net-worth individual who's gotten massive value."

“They’ve helped me save between $50,000-60,000 in taxes within the first 6-8 months. And they're going to save me probably the same amount looking forward to next year's taxes. They’ve been an absolute dream to work with.”

"During COVID, Dew Wealth was there for me with EIDL, PPP, and everything I needed to make sure that I got the most opportunity to succeed through that very tough time. When it came time to exit, they helped me find the path that matched not just my financial goals, but what I wanted my legacy to be."

“Jim showed a picture of an entrepreneur in the center of a broken wheel, a broken spoke... I saw that picture and said, ‘That's me. That's a problem. Let's fix it.’ And they did really quickly, really well. It has been a lifesaver to have them have our back so we don’t have to worry about all the things we’re not getting done or doing wrong.”

​"Operating as an entrepreneur, you can feel like you're on an island. A lot of times it is a lonely feeling and there aren't many people that you can turn to for guidance or advice. Working with Dew Wealth I feel like I have really a guide to work with, an advisory team that I can turn to for both personal and business decisions."

“Jim and Mimi, and everybody they’ve attracted to work on their team really embody that holistic approach helping people not just do the best things with their money and finances, but for the right reasons that are consistent and relevant to their life and who they are as people.”

“Dew Wealth truly has been a godsend for us. It’s been incredible to have a one-stop-shop for all of our questions, connecting us to all the people that we need to grow and protect our business. Dew Wealth is that central hub for us. I couldn’t recommend them more.”

“The Dew team really gave us our time back. The biggest word that comes to mind is peace. Peace of mind to know that we can focus on what we’re good at, and we can take everything else and hand it to Dew’s team and allow them to guide us on our best behalf.”

“The level of knowledge is way beyond anything I’ve experienced before. They made it really easy for us to start mitigating taxes by the hundreds of thousands.”

“I’ve had such an amazing experience of comfort and clarity through the enrollment process. I trust them. I trust them with my money, financial wealth management, strategies, and systems. We couldn’t be more delighted to be in business with Jim and Mimi.”

“I’ve seen the like 200-point checklist that they put you through when they start you and onboard you. And that’s what sold me was the level of detail, the level of experience and knowledge they have…I honestly don’t see myself ever not working with them.”

"Working with Dew Wealth has been one of those investments where the tax savings that you're going to achieve in year one is more than worth it.”

“They’ve done nothing but help me, work with me, strategize, grow, tax plan, and save. It’s been truly incredible, and when I have an experience like this, I want to be one of those people that is a raving fan of the offerings that they have. It’s been nothing but greatness. They’ve added value tenfold.”

“I have the confidence that I’m as efficient as a person can be—when your businesses are growing, your income is growing, your revenues are increasing, and you want to feel like you’re being as physically responsible as possible and paying what you definitely should be, Dew Wealth does an amazing job making sure that you’re aware of all of your options. I cannot speak highly enough about them.”

“I don’t know anyone else that really truly cares as much or more than they do. They’re absolutely amazing people, their team is absolutely amazing, and if anyone is looking for the kind of services they offer, I highly recommend them.”

“They evaluated my entire team of brokers, insurance brokers, and attorneys, and made recommendations to put the right people on the team. They made them talk to each other and I’ve never had that before. They’re really proactive about creating the agenda, moving the agenda forward, and they take stuff off my plate. They handle all the admin around paperwork, taxes—it’s been amazing working with Dew Wealth.”

“Dew Wealth is very focused on the health and sustainability of your business. It’s been incredible getting to work with them. The level of service they provide and the value of the service they provide is just amazing. I can’t even believe how much they look out for me and how proactive they are at helping me and my team.”

​"I was very aware that I could go through that pretty quickly if I didn't have a plan. When I came into a significant amount of money in my early 40s, I knew I needed experts to guide me through both the exit and what came after."

"You can do it yourself or you can do it with a bunch of experts who know what they're doing. The time and frustration you save working with an organization that actually understands exactly what you're going through...it's definitely one of the best decisions I've ever made."

"Adding them to my team has easily been one of the best decisions that I've ever made, bar none in business. They've helped me actually maximize my investments."

"The family office concept allowed us to concentrate on growing our business, which we've done year over year since we started. Mainly because of their advice on certain matters and also because we can now concentrate as entrepreneurs on strategy and implementation."

“Dew Wealth has been incredible to work with. All that home office ‘stuff’ that I’m sure most of us entrepreneurs really don’t want to know about but we really need, they were unbelievably good in the beginning and have been consistently. I couldn’t recommend them highly enough.”

“We have low expectations, but boy were we wrong. They have gone above and beyond what we've ever imagined.”

“Getting all of the people that have an interest in your business, getting them on the same page so that you reach your goals faster.”

“You gotta put a really a price on the value of your time...it became a no-brainer because it allows us to focus on growing our business and spending more time with our family.”

“To have somebody who's not just taking care of it but who's an expert in it and is looking out for our best interest as a fiduciary... it's a no-brainer really.”

“They truly care about our well-being. They see what we're going through, they see what our businesses are going through, they see what our financial needs are.”

"Before working with them, I had a lot of headaches. I had my hands in a lot of different businesses and real estate investments. They helped me see a number of blind spots I had and weaknesses in my overall financial plan."

“I don't think other wealth management firms actually provide a similar service to what they do.”

“We were really able to organize our lives and be confident that we were properly covered with our assets and developing our corporate structure with our business.”

“The impact was immediate. Everything is just falling into place. We feel now our life starts new with way more enthusiasm and financial stability.”

“Having them take over all of the insurance, shopping for insurance policies, figuring out which policies were the best, getting the best price—it was a big help and saved us a lot of time.”

“After I’ve started with Dew Wealth, I feel a lot of peace. I now can focus on my business. I truly recommend it to anyone who is struggling with their time, from family to business.”

“They really know how to work with entrepreneurs. They know how to interact with us. They know how to work with all of our weaknesses. It’s like having a really great executive assistant, but also somebody who’s super smart who manages a bunch of other things, too.”

“They singlehandedly saved my business, and I say that in all the deepest honesty—that is 100% the truth. They just swooped in and fixed it. They gave me a vision and a plan. My life is so much better.”

“It’s hard to put into words the usefulness of having a sounding board, having an advisor, having someone that you can trust with your life that’s going to protect you, and Dew Wealth has helped me create a really good wealth preservation plan so it’s completely altered every aspect of how I think about money.”

"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."

“I was originally looking for somebody to help me out with my wealth management, financial planning and to help do some tax savings; but they've been way more than that. Unbelievable to work with. Super, super high integrity. Fast turnaround, really professional, great detail, easy to work with, can't say enough good things about them.”

"I was struggling with doing personally and also doing a very poor job at managing my investments. I didn't understand the magnitude of some of the stuff they've implemented...the tax saving strategies, the investment strategies that they've helped implement for me, it's just been a complete game changer."

“I've just never found somebody who, I, to be completely candid, was so honest and just has provided such great service. And if you guys know Jim’s service, he doesn't do referral fees. I've sent a ton of high seven figure, eight figure folks to him who have very complex problems financially and have a lot of needs, and I was telling him this the other day, everybody has said amazing things about their service. And not just Jim is amazing, but also his account managers.”