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Jim Dew
ADVISOR TO THE ENTREPRENEUR®Getting You The Most Out Of Your Wealth So You Can Focus On Your Business, Family & Life
Jim Dew is the CEO and Founder of Dew Wealth Management, a firm that specializes in building virtual family offices for entrepreneurs.13 He has 27 years of experience in wealth management and has developed an innovative approach called The Entrepreneur's Virtual Family Office®.3
Jim's educational background includes:
His professional credentials are extensive:
- Certified Financial Planner (CFP®)
- Chartered Financial Consultant (ChFC®)
- Certified Private Wealth Advisor (CPWA®)
- Certified Divorce Financial Analyst (CDFA™)3
Jim has been featured in prominent publications such as Inc, Entrepreneur, and Huffington Post.1 He is also the author of "Beyond a Million: The Entrepreneur's Playbook for Expanding Wealth, Freedom, and Time".1
Dew Wealth Management, under Jim's leadership, has achieved significant success:
- The firm has 27 employees, including 20 advisors
- Projected to generate $10 million in gross revenue in 2025
- Recognized as one of Inc. 5000's fastest-growing companies in America
- Certified as a Great Place to Work
- Became an employee-owned company (ESOP) in September 20245
Jim is active in the community and has raised over $900,000 for children's charities in Arizona.4 His firm, Dew Wealth Management, is based in Scottsdale, Arizona, and has been in business since 1996.2
