Jim Dew’s mission as an advisor to the entrepreneur is to bring awareness, protection, and the custom family office strategies into the hands of the entrepreneurs who need it the most.
If you have the right audience who can benefit from Jim’s professional guidance, whether it’s at a mastermind group, a conference, or a networking event, please fill out the form below for consideration.
If you would like to interview Jim for a podcast or TV show, have him write an article, or feature him in your publication, please fill out the form below.
“Making things clear and simple takes work. Being complicated and confusing is much easier. Jim explains complex concepts as clear and simple as any financial advisor I've ever met.”
Founder of Strategic Coach
“Jim teaches wealth hacking strategies in Beyond a Million (a title we brainstormed together!) to help flourishing entrepreneurs know what to do to stay wealthy. These are vital but unnatural skills for the kinds of minds that grow companies!”
Founder & CEO of Bulletproof
“In this must read, Jim puts heart into wealth management as only he can.”
Author of Unmasking What Matters,
10 Life Lessons from 10 Years
“Beyond a Million inspires any entrepreneur to avoid a riches to rags story.”
Professional Speaker and
Author of Get Off Your ‘But’
“I’ve been telling Jim for more than 20 years that he should write a book. In Beyond a Million, he gives away his secrets. A must read for any elite entrepreneur.”
Founder of Genius Network
Our passion for our work runs deeper than what is typically expected of our industry – and it shows in the deep relationships we build with our clients.