As Invested As You Are®

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. Not only are we committed to learning about how wealth affects your life, but how it can enrich your future.

My path to becoming a financial advisor started in my first career as a High School Math and Physics teacher. I was an educator because I wanted to make a difference and saw the power that comes with sharing knowledge. I left teaching to further help people when they are faced with life’s major decisions. While working for a large securities firm I saw the conflicts that limited my ability to put clients first and give them the most objective advice.

Mimi & I created Dew Wealth Management in 1999. We are The Entrepreneur’s Virtual Family Office® where we take billionaire family office strategies to entrepreneurs’ making more than $1MIL of personal income each year, so they can achieve freedom and live their best life!”

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

Founder & CEO of Dew Wealth Management

Mimi Dew

Founder & President of Dew Wealth Management

Bryce Keffeler, CFP®, MBA, CLU®, ChFC®, CEPA®

Partner & Senior Advisor

Justin Crawford

Partner & Senior Advisor