Functional Wealth Management® Made Simple

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, speak on your stage, have him write an article, or feature him in your publication, please fill out the form below.

Check Out The Podcasts Where Jim Is Featured

Check Out Articles Featuring Jim

What Elite Entrepreneurs Are
Saying About Jim's Book

“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.”

Dan Sullivan

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!”

Dave Asprey

Founder & CEO of Bulletproof

“In this must read, Jim puts heart into wealth management as only he can.”

Sandra Joseph

Author of Unmasking What Matters,
10 Life Lessons from 10 Years
on Broadway

“Beyond a Million inspires any entrepreneur to avoid a riches to rags story.”

Dr. Sean Stephenson

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.”

Joe Polish

Founder of Genius Network

Unpaid testimonials provided by actual clients of Dew Wealth Management, LLC.

Jim Dew, CFP®, MBA, ChFC®, CPWA®, CDFA

CEO of Dew Wealth Management

Jim Dew, Advisor To The Entrepreneur®, is the CEO and Founder of Dew Wealth Management. Jim has twenty-six years of experience building virtual family offices for entrepreneurs. He earned a BS in Mathematics from the University of Arizona and an MBA from Arizona State University. Jim is a Certified Financial Planner®, Chartered Financial Consultant®, and a Certified Private Wealth Advisor®. He has been a guest on big podcasts like Entrepreneurs On Fire, Business Lunch, The Vacation Effect, The Respect, and The Ultimate Advisor. Jim has presented on many stages such as War Room, Genius Network Annual Event, Legendary Life, Consumer Health Summit, and Pathfinder to name a few. Jim has been featured in Inc, Entrepreneur, and Huffington Post magazines and is the author of “Beyond a Million: The Entrepreneur’s Playbook for Expanding Wealth, Freedom, and Time.”

Contact Jim Dew for Speaking Engagements and Media Inquiries

The preceding comments are the express opinions of the commenters themselves and concern only the contents of Beyond A Million: The Entrepreneur’s Playbook For Expanding Wealth, Freedom And Time. The comments should not be construed in any way as an endorsement of, and are not representative of any client’s experience with Dew Wealth Management, LLC or Jim Dew in his capacity as an investment adviser representative. Rather, the comments are intended only to provide insight into the concepts detailed in the publication and the author’s ability to explain complex topics. Clients of Jim Dew and Dew Wealth Management, LLC can and will experience varying levels of satisfaction with the services, performance, and personnel of Dew Wealth Management, LLC, and all clients and prospective clients should be guided accordingly.