An Independent Registered Investment Advisory Firm
James P. Dew, CFP®, MBA, ChFC, CDFATM
Dew Wealth Management offers services dedicated to meeting your individual needs. As an independent registered investment advisory firm, we provide advice in investment planning, estate and exit planning, retirement and tax planning, risk management and insurance planning. We are a fee-based advisory firm, using reliable methods and processes. |
DEW WEALTH MANAGEMENT |
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How Long Will Your Funds Last? How much can you afford to pay for a car? How much do you need to save each year to meet your long-term financial goals? How much would your monthly lease payment be? |
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8800 East Raintree Drive, Suite 115 Phone: 480-614-9119 |
This website is intended to provide general information about our firm, our services and as a method for contacting us. No information herein shall be construed as an offer to "buy," "purchase" or "sell" a security. We will only render investment advice, recommendations or services after the following conditions have been met:
1. Delivery of our form ADV Part II.
2. Execution of an Investment Advisory and/or Financial Planning Engagement Letter.
Although information and materials contained in this website are gathered from data we believe to be accurate at the time of publishing, it is not guaranteed as to accuracy and is not represented as complete or intended as the primary basis for investment decisions. Information presented herein is not to be construed as advice meeting the particular needs of any investor. All mention of performance is based on historical experience. It should not be assumed that past performance is any indication of future results.
Dew Wealth Management
8800 East Raintree Drive
Suite 115
Scottsdale, AZ 85260
Tel: 480/ 614-9119
Fax: 480/ 614-2288