Client Reviews & Testimonials
Dew Wealth Management serves as a Fractional Family Office® for entrepreneurs and high-net-worth individuals across the United States. Below is a comprehensive collection of verified client reviews from our Google Business Profile. These testimonials reflect the experiences of real clients who have worked with our team for investment management, tax strategy, estate planning, and comprehensive wealth management services.
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Marcus Gillette — ⭐⭐⭐⭐⭐ — October 2025
As CEO and co-founder of TheTheo Group, a business partnership with my wife Sheila, I wanted to share our experience with Dew Wealth Management. What's funny about this is that I actually called Jim and said I've had such an amazing experience, my wife and I have a comfort and clarity that's been kind of remarkable. We've had the blessing of being friends with Jim and Mimi for about 25 years now, actually more than that. I trust him enough to trust him with our money and with our financial wealth management strategies and systems. It's very aspirational for our company which was relatively small for a few years and is growing and becoming more successful. How comfortable and how easy the enrollment process was - it's been an amazing and very easy transition as we shifted over to trust Jim with all our assets going forward.
Mike J. Arce — ⭐⭐⭐⭐⭐ — November 2025
I help businesses doing between $500K - $5M/year throughout the world grow and I've worked with quite a few different financial guides in the past, whether it be on the bookkeeping side, accounting side, investing side. I've never gotten as comfortable as I've gotten with Jim, Bryce and the team. They've been incredible in helping me analyze opportunities in my business and personal life to invest and grow, but also they've helped me find opportunities. I've never felt so secure in my financials, everything's very balanced. My portfolio's got real estate, crypto, stocks, hard money lending. When I say over delivered, they've come to my house, they've gone through things for my trust and my family. They've come to my events and helped my clients by coming in as a guest speaker to different seminars we've done. I've never once had a question that they wouldn't get me an answer for in that same 24-hour period. All through COVID, these guys were there for me with PPP and everything I needed to make sure I got the support and money I needed. I've already recommended them to about 25 friends and I'll keep doing so!
Dave Munson — ⭐⭐⭐⭐⭐ — November 2025
Dave from Saddleback Leather Company and we've been working with Dew Wealth and we want to marry Dew Wealth Management, man. But seriously, they save us so much money. They've given us peace of mind that they are on our side, and they work with our accounting and CFO and everything else to make sure that we don't give as much money to the government. We actually went to them referred by another person and we had low expectations, but boy were we wrong. They have gone above and beyond what we've ever imagined, and honestly, they're far worth the money. Very, very professional and personable though, and professional but personable and feels more like a friendship. Yet still business is a beautiful relationship. So anyhow, we're here to let you know jump on the bandwagon because you're missing out.
Chris Jones — ⭐⭐⭐⭐⭐ — October 2025
Before working with Dew, I had a lot of financial and tax headaches. I have my hands in a lot of different businesses and investments. I spent a lot of time just dealing with paperwork, different lenders, different transactions and bringing on Dew Wealth has really simplified a lot in my life and it's also helped me see a number of blind spots that I had and weaknesses in my overall financial plan and gaps in my insurance. It's been super helpful to have my advisor taking a look at my global financial situation and help correct my allocation and take so many things off of my plate. It's really saved me a ton of time.
Ral West — ⭐⭐⭐⭐⭐ — August 2025
Dew Wealth Management's Fractional Family Office delivers the powerhouse of truly holistic wealth management I never even knew I needed before I met them.
Their transparent flat-fee fiduciary model aligns perfectly with my interests - no product pushing or hidden commissions. They coordinate our CPA, attorneys, and insurance advisors seamlessly, saving us tons of our personal time. Tax planning is not a year-end task, they are on top of it all year long. With their help, we have a much better grasp of our true financial condition and the planning needed for the future we want.
Finally found advisors who truly understand entrepreneur challenges!
Sage Lavine — ⭐⭐⭐⭐⭐ — October 2025
As Women Rocking Business CEO, When I met Jim and his team, I felt immediately like here's a group of people I trust that can help me manage the money I'm making so I can be a steward of the wealth I'm creating and do good things in the world with my money.
They've helped me transform my overwhelm about how to invest - to helping me grow my wealth and increase my net worth by about 20%...
But most importantly - I've become more confident as a steward of my financial freedom.
Thank you Jim & Team
Gina Yarrish — ⭐⭐⭐⭐⭐ — August 2025
I had the pleasure of hearing Justin Crawford from Dew Management present on integrating AI into business, and it was outstanding. Justin has a gift for breaking down complex ideas into practical, actionable steps that any business owner can understand. His presentation was engaging, insightful, and full of real-world applications that made the value of AI in business crystal clear. If you’re looking for someone who truly understands both the strategy and execution of AI in business, Justin is the one to trust.
Joshua Hadley — ⭐⭐⭐⭐⭐ — August 2025
Dew Wealth transformed my financial chaos into strategic clarity. They excel at risk mitigation for high net worth entrepreneurs, understanding our journey from startup through scale to exit. They've helped structure my businesses for maximum protection while optimizing tax efficiency. Their transparent flat-fee model eliminates conflicts - they succeed only when I succeed. Finally found advisors who are genuine partners in building lasting wealth!
Jen Bocchi — ⭐⭐⭐⭐⭐ — August 2025
We have been working with Dew Wealth for about 5 years now and we are so grateful as we would not be where we are today without them. Through their services of the family office set up, mentorship, and knowledge it has truly simplified our lives and put us on the right track for building wealth and protecting our assets. We know they have our backs and we sleep better at night. Highly recommend!!!
Giana Cambria — ⭐⭐⭐⭐⭐ — August 2025
It is so hard to find someone that is both trust worthy and competent, and to feel that you are getting the advice you need for your particular situation. Jim, Mimi, Bryce and all of the Dew Wealth team are exceptional and have not only saved me thousands in catching mistakes others have overlooked and providing critical advice, but have given me complete peace of mind. They have your best interest at heart and are truly experts.
H Smith — ⭐⭐⭐⭐⭐ — August 2025
Dew Wealth has literally saved my business and been the best decision I could have made. They care for their clients like we are family, and bring a level of expertise that makes you bulletproof in the crazy world of being an entrepreneur. Trust me, you don’t know what you don’t know until you are under the umbrella of a business genius like Dew Wealth.
Kristen Boss — ⭐⭐⭐⭐⭐ — August 2025
We are so thankful for this company. Dew Wealth not only saved us hundreds of thousands in taxes, but also gave us hours of time back each month. They cleaned up so many things and we sleep much better now having a trusted team who cares for us so well. Cannot recommend them enough.
Gary Kadi — ⭐⭐⭐⭐⭐ — August 2025
Dew wealth is the best in the world in protecting managing and growing wealth. The family office concept and strategy of billionaires for millionaires is a one of one business. Choosing a wealth advisor is risky and this team operates from the highest level of integrity. I trust Dew Wealth with every penny of my hard earned money.
Richard Mangone — ⭐⭐⭐⭐⭐ — October 2025
Basically, from the first day we met with our advisor, it was paying for itself. We were saving money on taxes. We were more efficient in our insurance policies and coverages. Any of the gaps that we had either through lack of knowledge on our part or through lack of time to allocate to these things, I would say strictly from a dollars and cents standpoint, it makes a lot of sense. 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.
Patrick Sullivan — ⭐⭐⭐⭐⭐ — August 2025
Excellent financial planning, estate planning, and tax strategy firm. Started working with them in 2019. I used to feel confused and fearful about my financial picture. Now I feel confident and secure. Highly recommended!
John Hardwick — ⭐⭐⭐ — August 2025
I feel that the presentation was strong in process and implementation across various platforms. What I was hoping for was a meaningful discussion on the impact of AI on the human brain.
Specifically the cultural bias, the ethical questions as well as the lack of reinforcement learning.
There is an underlying implication that characters are being designed to access our lambic systems
Imaging’s 12 year old boy discovering Elon Musk’s Annie character.
Social connection or the lack of should be addressed. The human brain is a use it or loose it as is our entire physical existence.
More knowledge and immediate access does not make humans think about the impact on this technology on humanity.
Brady Perry — ⭐⭐⭐⭐⭐ — August 2025
Dew Wealth has an amazing culture and team of professionals that are committed to helping you get where you want to be financially.
Maeve Tuffy — ⭐⭐⭐⭐⭐ — August 2025
Dew has changed our family’s outlook in more ways than we have ever imagined.
Sean Kelly — ⭐⭐⭐⭐⭐ — August 2025
Amazing company to work with and have met some great people at their mastermind events.
Richard Mangone — ⭐⭐⭐⭐⭐ — 2024
Jim, Mimi and their advisor team are the best. Highly recommended.
Vicki Kohout — ⭐⭐⭐⭐⭐ — 2020
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